Casey Wayne Mason
Investment adviser representative at Texas Capital Bank Private Wealth Advisors
12 yearsExperience
1 stateRegistered in
$4.2BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Texas Capital Bank Private Wealth AdvisorsJan 2023 to now
- Tcbi SecuritiesApr 2022 to now
- Texas Capital BankApr 2022 to now
- Hilltop Securities Inc.Aug 2021 to Apr 2022
- Pks AdvisoryMay 2021 to Jul 2021
- Purshe Kaplan Sterling InvestmentFeb 2021 to Jul 2021
- Avantax Advisory ServicesOct 2019 to Feb 2021
- Avantax Investment Services, Inc.Oct 2019 to Feb 2021
- 1st Global Capital Corp.Dec 2014 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (TX).
Texas Capital Bank Private Wealth Advisors
Legal name: Texas Capital Bank Wealth Management Services, Inc.
$4.2BAssets managed
735Clients
55Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3032557
- Firm CRD
- 298422