BK
BK

Bryan Paul Kucholtz

24 Years of Experience
1 DisclosureBroker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)
Firm Size
58 advisors
Number of Clients
734 clients
Average Client Portfolio
$4.6M average
Assets Under Management
$3.3B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.80%
$5.0M - $10.0M0.80%
$10.0M - $20.0M0.60%
$20M+0.50%

Fees are negotiable for amounts greater than $20,000,000. The fee schedule is different for portfolios managed consisting solely of various fixed income strategies.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2000 Mckinney Avenue, Suite 1800, Dallas, TX, 75201

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
January 2016
Other Business Activities

Bryan is a board member for the World Affairs Council - DFW and serves on advisory boards for the University of North Texas and University of Texas. He is also a partner in Wrangler Prints LLC and Wrap Wranglers LLC, co-owner of Sports Card Wranglers, and Head of Private Wealth at Texas Capital Bank (full-time).

Employment History
Current Registrations
Tcbi Securities, INC.Broker
June 2022 - Present · 3 yrs 8 mos
Texas Capital Bank Private Wealth Advisors
June 2022 - Present · 3 yrs 8 mos
Previous Registrations
PNC InvestmentsBroker
August 2021 - June 2022 · 10 mos
PNC Investments
August 2021 - June 2022 · 10 mos
PNC Managed Account Solutions, INC.
April 2016 - August 2021 · 5 yrs 4 mos
Bbva Wealth Solutions INC.
February 2016 - February 2016 · 0 mos
Bbva Securities INC.Broker
February 2016 - August 2021 · 5 yrs 6 mos
LPL Financial LLCBroker
August 2015 - February 2016 · 6 mos
LPL Financial LLC
August 2015 - February 2016 · 6 mos
Comerica SecuritiesBroker
March 2005 - December 2014 · 9 yrs 9 mos
Comerica Securities
March 2005 - December 2014 · 9 yrs 9 mos
Chase Investment Services CORP.
August 2004 - March 2005 · 7 mos
Chase Investment Services CORP.Broker
August 2004 - March 2005 · 7 mos
Banc One Securities Corporation
April 2003 - March 2005 · 1 yr 11 mos
Banc One Securities CorporationBroker
March 2001 - March 2005 · 4 yrs
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Bryan Paul Kucholtz - Financial Advisor | TrueAdvisor