Marc Anthony Dunbar
Investment adviser representative at Texas Capital Bank Private Wealth Advisors
26 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
26 years in the industry.
- Texas Capital BankJul 2023 to now
- Texas Capital Bank Private Wealth AdvisorsJul 2023 to now
- Northern TrustJan 2018 to Jul 2023
- AXA Advisors, LLCJul 2017 to Nov 2017
- Texas Christian UniversityAug 2012 to May 2017
- Daniel A Dunbar D.M.DSep 2000 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser 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
- 6640719
- Firm CRD
- 298422