Sather Financial Group, Inc., headquartered in Victoria, TX, is a prominent local investment advisory firm with a stellar reputation. With over 7,489,300,460 individual clients and an impressive $1,700,650,000 in assets under management, they have firmly established themselves as a trusted partner in the financial services industry.
As a local firm, Sather Financial Group, Inc. operates two offices in Victoria, catering to a diverse range of clients. Their expertise lies in managing employer 401Ks and individual investments, with approximately half of their assets under management sourced from these sectors. The firm prides itself on its deep understanding and extensive experience in this particular domain.
Sather Financial Group, Inc. manages 100% of the assets entrusted to them on a discretionary basis, showcasing their expertise and commitment to delivering optimal results for their clients. Their compensation structure offers various options, including a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and alignment with client needs.
With a team of seven dedicated employees, all of whom provide exceptional investment advisory services, Sather Financial Group, Inc. maintains a high standard of client care. Their investment advisors boast an impressive average of approximately $242,950,000 in assets under management per advisor, surpassing industry standards.
Tammy Kimbrough, Warren Udd, and David Sather are among the firm's longest tenured advisors, exemplifying the depth of experience and continuity that clients can expect from Sather Financial Group, Inc. With a track record of success and a commitment to personalized service, the firm is well-equipped to help clients achieve their financial goals.