Beverly Ellen Tittle
Investment Adviser Representative at Texas Capital BANK Private Wealth Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Beverly Ellen Tittle is an investment adviser representative with Texas Capital BANK Private Wealth Advisors in Dallas, TX, where they have been registered since 2025. They have worked in the securities industry since 2020 and were previously registered with Oppenheimer & Co. Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 30
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
1 state or territory
Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Oppenheimer & Co. IncMar 2018 – Aug 2023Fort Worth, TX
- Liquid Capital OF America CorpOct 2017 – Mar 2018Irving, TX
- Goldman SachsJul 2011 – Oct 2017Irving, TX
- Texas Capital BankAug 2023 – no end date reportedDallas, TX
- TCBI SecuritiesApr 2025 – no end date reportedDallas, TX
- Texas Capital Bank Private Wealth AdvisorsApr 2025 – no end date reportedDallas, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Texas Capital BANK Private Wealth Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $1,000,000 (waivable)
- Estimated blended rate
- 0.0125
- First $1,000,000 (portfolios < $5M)1.25%
- Next $1,000,000 (portfolios < $5M)1.00%
- Remaining balance (portfolios < $5M)0.80%
- First $5,000,000 (portfolios >= $5M)0.80%
+7 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 56
- Offices listed on AdvisorFinder:
- 6
- Main office:
- Dallas, TX
- SEC file number:
- 801-114364
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 16, 2026
View full firm profileOther advisors at Texas Capital BANK Private Wealth Advisors
Showing 12 of 56 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Beverly Ellen Tittle has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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