Chelsea Ann Herr
Investment adviser representative at Texas Capital Bank Private Wealth Advisors
15 yearsExperience
1 stateRegistered in
$4.2BFirm assets
7 yearsFirm in business
Are you Chelsea Ann Herr? Claim your profile
Contact this firm
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
15 years in the industry.
- Texas Capital Bank Private Wealth AdvisorsJul 2024 to now
- Texas Capital BankMay 2024 to now
- Texas Capital Private Wealth AdvisorsMay 2024 to now
- Wells Fargo Private BankMay 2011 to May 2024
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
- 7966393
- Firm CRD
- 298422