Imaan Amar Doze
Investment adviser representative at Texas Capital Bank Private Wealth Advisors
10 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
10 years in the industry.
- Texas Capital Bank Private Wealth AdvisorsJan 2026 to now
- Texas Capital BankJan 2026 to now
- Frost BankMay 2022 to Dec 2025
- Full-time EducationApr 2021 to May 2022
- WalgreensSep 2020 to Apr 2021
- ChipotleMay 2019 to Jul 2020
- Full-time EducationAug 2016 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8237746
- Firm CRD
- 298422