Sather Financial Group, INC.
Victoria, TX·SEC-registered · CRD #109344
Sather Financial Group, INC. is an SEC-registered investment advisory firm in Victoria, TX managing $2.3B across 1.5k client accounts, with 9 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.3B
Client accounts
1.5k
Advisory staff
9
Fee model
Fee-based
How Sather Financial Group, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Sather Financial Group, INC.
How much does Sather Financial Group, INC. manage?
Per its most recent SEC Form ADV filing (01/26/2026), Sather Financial Group, INC. reports $2.3B in regulatory assets under management across roughly 1.5k client accounts.
How does Sather Financial Group, INC. charge?
Sather Financial Group, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Sather Financial Group, INC. a fiduciary?
Yes. Sather Financial Group, INC. is registered with the U.S. Securities and Exchange Commission (CRD #109344), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Sather Financial Group, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Sather Financial Group, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Victoria, TX
Profile compiled from Sather Financial Group, INC.'s public SEC Form ADV filing (CRD #109344, filed 01/26/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Sather Financial Group, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Sather Financial Group, INC.? Claim this profile.