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Caleb R Bronnenberg

Investment adviser representative at Sather Financial Group, Inc.
15 yearsExperience
1 stateRegistered in
$2.3BFirm assets
26 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 assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

15 years in the industry.

  1. Sather Financial Group, Inc.Mar 2011 to now
  2. Huntsman CorporationFeb 2020 to Feb 2021
  3. Camden Property TrustJan 2020 to Feb 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 1 state (TX).

Sather Financial Group, Inc.

$2.3BAssets managed
482Clients
9Advisers
26 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
7360693
Firm CRD
109344
Advisor's SEC record (opens in a new tab)
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