Marc Anthony Dunbar
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.
Marc Anthony Dunbar is an investment adviser representative with Texas Capital BANK Private Wealth Advisors in Austin, TX, where they have been registered since 2023. They have worked in the securities industry since 2023 and were previously registered with AXA Advisors, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- 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.
- Daniel A Dunbar D.m.dSep 2000 – Jul 2020Saint Louis, MO
- Texas Christian UniversityAug 2012 – May 2017Fort Worth, TX
- AXA Advisors, LLCJul 2017 – Nov 2017Austin, TX
- Texas Capital BANK Private Wealth AdvisorsJul 2023 – no end date reportedAustin, TX
- Texas Capital BankJul 2023 – no end date reportedAustin, TX
- Northern TrustMay 2022 – Jul 2023Austin, TX
- Northern TrustOct 2020 – May 2022Austin, TX
- Northern TrustJan 2018 – Oct 2020Austin, 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. Marc Anthony Dunbar 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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