Chad Allen Stief
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.
Chad Allen Stief is an investment adviser representative with Texas Capital BANK Private Wealth Advisors in Dallas, TX, where they have been registered since 2023. They have worked in the securities industry since 2020 and have been registered with 4 firms, including Citigroup Global Markets Inc. and Fidelity Personal and Workplace Advisors. 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.
- Edward JonesJan 2020 – Jan 2021St Louis, MO
- Pepsi CoDec 2016 – Dec 2019Fort Worth, TX
- John Peter Smith HospitalNov 2015 – Dec 2016Fort Worth, TX
- Fidelity InvestmentsApr 2021 – May 2022Westlake, TX
- Texas Wesleyan UniversityJan 2020 – Jan 2021Fort Worth, TX
- CitigroupMay 2022 – May 2023Irving, TX
- Texas Capital Wealth Private AdvisorsMay 2023 – Aug 2026Dallas, TX
- Texas Capital BankMay 2023 – Aug 2026Dallas, TX
- TCBI SecuritiesMay 2023 – Aug 2026Dallas, TX
- Truist Investment Services, IncAug 2026 – no end date reportedDallas, TX
- Truist Advisory Services, IncAug 2026 – 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
Similar advisors in Dallas, TX
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Chad Allen Stief 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched