David Lee Stevens
Investment adviser representative at Texas Capital Bank Private Wealth Advisors
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.2BFirm assets
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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
10 years in the industry.
- Texas Capital Bank Private Wealth AdvisorsJan 2019 to now
- Chalice Capital Partners, LLCJan 2019 to now
- Texas Capital BankJul 2016 to now
- Raymond James Financial Services Advisors Inc.Aug 2016 to Dec 2018
- Raymond James Financial Services, Inc.Aug 2016 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
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
- 5165226
- Firm CRD
- 298422