Christopher Woods
Investment adviser representative at Texas Capital Bank Private Wealth Advisors
13 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
13 years in the industry.
- Texas Capital Bank Private Wealth AdvisorsApr 2024 to now
- Tcbi SecuritiesApr 2024 to now
- Texas Capital Bank Private WealthApr 2024 to now
- Texas Capital BankMar 2024 to now
- Wells Fargo BankNov 2022 to Mar 2024
- Morgan StanleyJan 2020 to Nov 2022
- JPMorgan Chase & CoJun 2017 to Jan 2020
- CitigroupJan 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2023
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
- 4649626
- Firm CRD
- 298422