Brandon Robert Dinsmore
Investment adviser representative at Texas Capital Bank Private Wealth Advisors
11 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
11 years in the industry.
- Texas Capital Bank Private Wealth AdvisorsSep 2026 to now
- Tcbi SecuritiesAug 2026 to now
- Texas Capital BankAug 2026 to now
- Texas Capital Private Wealth AdvisorsAug 2026 to now
- J.P. Morgan Securities LLCApr 2025 to Aug 2026
- Morgan StanleyJun 2022 to Apr 2025
- Equitable AdvisorsAug 2021 to May 2022
- Equitable Financial Life InsAug 2021 to May 2022
- UnemployedAug 2019 to Aug 2021
- St. Ives Country ClubMay 2017 to Aug 2019
- UnemployedApr 2015 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
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
- 7331206
- Firm CRD
- 298422