Texas Capital Bank Client Support will be closed for Columbus Day on Monday, October 12, 2026. We will be back to our normal 8:00 AM to 6:00 PM support hours on Tuesday, October 13, 2026.

We will be making updates to our website from 8:00 p.m. CST to 11:00 p.m. CST on 10/29. During this time, the website may experience some interruptions of functionality or be unavailable.

Our Senior Advisors

A senior team of private banking advisors organized around investment management, wealth planning, estate structures and the long-term decisions that govern serious wealth.  

Begin a Conversation

Our Senior Advisors

A senior team of private banking advisors organized around investment management, wealth planning, estate structures and the long-term decisions that govern serious wealth.  

Begin a Conversation

Guidance built in experience. Delivered with perspective.

Our advisors bring decades of experience across investing, planning, trust and private banking. More importantly, they bring the judgment to navigate complexity, identify opportunity and guide decisions with a long-term perspective.  

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Shaped Around You

Your advisor serves as a consistent point of leadership, bringing together the expertise, resources and perspectives required to guide complex wealth.  

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Deep-Rooted Experience

Deep market intelligence and disciplined analysis inform every recommendation — ensuring counsel reflects opportunity alongside long-term responsibility. 

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Continuity Across Generations

We serve families across multiple generations — from wealth accumulation through transfer, governance and the advisory relationships that endure. 

Senior Leaders

Jay Clingman
Jay Clingman

Managing Director, Head of Private Bank & Family Office

Dallas, TX

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Bryan Kucholtz
Bryan Kucholtz

Managing Director, Private Wealth Market Leader

Dallas, TX

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Jim Wening
Jim Wening

Managing Director, Head of Family Office

Dallas, TX

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Steve Orr
Steve Orr

Managing Director, Chief Investment Officer

Dallas, TX

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Senior Leaders

Jay Clingman
Jay Clingman

Managing Director, Head of Private Bank & Family Office

Dallas, TX

Contact Jay
Bryan Kucholtz
Bryan Kucholtz

Managing Director, Private Wealth Market Leader

Dallas, TX

Contact Bryan
Jim Wening
Jim Wening

Managing Director, Head of Family Office

Dallas, TX

Contact Jim
Steve Orr
Steve Orr

Managing Director, Chief Investment Officer

Dallas, TX

Contact Steve

The difference is who you work with.

Our clients work directly with experienced advisors who understand the complexity of significant wealth and the responsibility that comes with it. Relationships are built around continuity, accessibility and long-term guidance. 

Leadership Experience

25 years

Average years of wealth advisory experience

Our Values

Six principles that guide how we build trust, deliver advice and serve clients with purpose and discipline. 

    Understanding Precedes Advice

    Comprehensive understanding is the prerequisite to meaningful guidance. We immerse ourselves in the full context of a client’s needs, so our counsel reflects clarity, precision and genuine care.  

     

    Relationships Define Our Success

    Enduring client relationships are the foundation of this institution. We measure progress not by scale or speed, but by the depth of trust we earn over time. 

     

    Championing Builders and Leaders

    We serve the entrepreneurs, families and leaders who build industries and strengthen communities — empowering growth and stewardship across generations. 

     

    Stewardship with Discipline and Foresight

    Client wealth is safeguarded with prudence, clarity and unwavering discipline — every decision grounded in long-term stability and sound judgment. 

     

    Guidance Anchored in Insight

    Deep market insight, local intelligence and experience-driven judgment — ensuring our guidance reflects both opportunity and long-term responsibility. 

     

    Modernization with Purpose and Precision

    We elevate our capabilities and client service to world-class standards while preserving the principles and values that define Texas Capital.

     

    Where We Advise

    Texas Capital Private Bank maintains advisory teams across Texas — in the cities where our clients manage their businesses, plan their estates and build their legacies.

    Find your nearest office

    Perspective and Insights

    Perspectives on the decisions that matter most to high-net-worth individuals and families. 

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    Tax Guide

    2026 rates, deductions and deadlines — everything you need to stay tax-efficient.

    Download Guide
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    Year End Guide

    Maximize retirement accounts, offset gains and minimize tax liability before year-end.

    Learn More
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    Insights

    Learn what our analysts and strategists recommend to help achieve financial success.   

    Explore Insights

    The Next Step Is a Conversation

    If you are evaluating Texas Capital Private Bank, we welcome the opportunity to introduce you to the team. There is no obligation — only the chance to assess whether the relationship is right for both of you. 

    Begin a Conversation

    Texas Capital Private Bank™ refers to the wealth management services offered by the bank and non-bank entities comprising the Texas Capital brand, including Texas Capital Bank Private Wealth Advisors (PWA). Nothing herein is intended to constitute an offer to sell or buy, or a solicitation of an offer to sell or buy securities.

    Investing is subject to a high degree of investment risk, including the possible loss of the entire amount of an investment. You should carefully read and review all information provided by PWA, including PWA’s Form ADV, Part 2A brochure and all supplements thereto, before making an investment.

    Neither PWA, the Bank nor any of their respective employees provides tax or legal advice. Nothing contained on this website (including any attachments) is intended as tax or legal advice for any recipient, nor should it be relied on as such. Taxpayers should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor or legal counsel. The wealth strategy team at PWA can work with your attorney to facilitate the desired structure of your estate plan. The information contained on this website is not a complete summary or statement of all available data necessary for making an investment decision, and does not constitute a recommendation. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any opinions are those of the authors and not necessarily those of PWA or the Bank.

    ©2026 Texas Capital Bank Wealth Management Services, Inc., a wholly owned subsidiary of Texas Capital Bank. All rights reserved.

    Texas Capital Bank Private Wealth Advisors and the Texas Capital Bank Private Wealth Advisors logo are trademarks of Texas Capital Bancshares, Inc., and Texas Capital Bank.

    www.texascapitalbank.com  TXSE: TCBI