Eric Michael Aplis
Investment adviser representative at Texas Capital Bank Private Wealth Advisors
12 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
12 years in the industry.
- Texas Capital Bank Private Wealth AdvisorsJul 2026 to now
- Texas Capital BankJul 2026 to now
- Cavanal Hill Investment Management, IncAug 2024 to Jul 2026
- Bok FinancialDec 2021 to Aug 2024
- Grant ThortonJun 2021 to Aug 2021
- The Container StoreMay 2020 to Aug 2020
- The Container StoreMay 2019 to Aug 2019
- The University of TulsaAug 2018 to Aug 2022
- Raising CanesJun 2018 to Aug 2018
- Edward S. Marcus High SchoolAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7963768
- Firm CRD
- 298422