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GL

G B. Landrum

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS
HOUSTON, TX 77056
Some features on this profile are disabled
CRD#: 6197510
GL

Professional summary

G Barry Landrum JR, who also goes by Bud Landrum, G Landrum, G. Barry Landrum Jr., is a registered financial advisor currently at TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS located in Houston, Texas and TCBI SECURITIES, INC. located in Houston, Texas.

G is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. G has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bud Landrum | G Landrum | G. Barry Landrum Jr.

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Texas Capital Bank; Investment-related; 1330 Post Oak Blvd, Suite 1500 Houston, TX 77056. Private Client Advisor; started April 2021; 160 hours per month and 130 hours during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view G Barry Landrum JR's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 3, 2022 - Present

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS

Office #1: 1330 Post Oak Boulevard Suite 1500, Houston, TX 77056
RIA
CRD#: 298422
HOUSTON, TX
Current

June 30, 2023 - Present

TCBI SECURITIES, INC.

Office #1: 1330 Post Oak Boulevard, Houston, TX 77056
BD
CRD#: 313304
Houston, TX
Past

October 21, 2021 - June 2, 2023

KINGSWOOD CAPITAL PARTNERS, LLC

BD
CRD#: 288898
Dallas, TX
Past

January 8, 2019 - August 17, 2021

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
HOUSTON, TX
Past

November 13, 2018 - August 17, 2021

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
HOUSTON, TX
Past

July 19, 2013 - October 23, 2018

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TC
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS | TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.

CRD#: 298422 / SEC#: 801-114364

RIA
Registered Investment Advisory firm - (11/29/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
Texas
(1/3/2022)
RR
Texas
(12/6/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/8/2019
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/19/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/19/2013
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

TC
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS | TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.

CRD#: 298422 / SEC#: 801-114364

RIA
Registered Investment Advisory firm - (11/29/2018 Approved)
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Contact information

Main Address
2000 Mckinney Avenue Suite 1800, Dallas, TX 75201
Mailing Address
Phone number
(214) 210-3092
Established
Firm type
Fiscal year end
# of Employees
101

SEC notice filing (5 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (10/17/2025)
TEXAS CAPITAL PRIVATE WEALTH ADVISORS WRAP BROCHURE (5/26/2025)

Regulatory assets under management

Total Number of Accounts1,982
AUM (Assets Under Management)$ 3,471,701,060

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS

CRD#: 298422Houston, TX 77056

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