# Sather Financial Group, Inc.

> Sather Financial Group, Inc. is an SEC-registered investment advisory firm in Victoria, TX, registered since 2000, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 10, 2026.

- CRD: 109344
- Filed as: SATHER FINANCIAL GROUP, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Victoria, TX
- Filing period: October 2026
- Form ADV filing dated: September 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109344
- AdvisorCensus page: https://advisorcensus.com/firm/sather-financial-group-inc-victoria-tx-109344

## Quick answers

**How is Sather Financial Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Sather Financial Group, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Sather Financial Group, Inc. located?**
Sather Financial Group, Inc.'s principal office is in Victoria, TX, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Sather Financial Group, Inc. registered with the SEC or a state?**
Sather Financial Group, Inc. is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 109344.

**How much does Sather Financial Group, Inc. manage?**
Sather Financial Group, Inc. reports $2,267,064,012 in regulatory assets under management in its Form ADV filing dated September 10, 2026 (100% discretionary).

**How have Sather Financial Group, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Sather Financial Group, Inc.: Regulatory assets under management: $1,050,261,019 in the October 2021 data and $2,267,064,012 in the October 2026 data, up 116%. Total employees: 8 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sather Financial Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (247); individuals (other than high net worth individuals) (201); charitable organizations (18).

**Which custodians does Sather Financial Group, Inc. use?**
Sather Financial Group, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Sather Financial Group, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109344

**What changed in Sather Financial Group, Inc.'s recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $1,948,912,777 to $2,267,064,012 (+16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $2,267,064,012
- Discretionary: $2,260,356,646
- Non-discretionary: $6,707,366

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 201 | $73,964,328 |
| High net worth individuals | 247 | $1,604,941,886 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 10 | $41,122,372 |
| Charitable organizations | 18 | $305,986,694 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 6 | $241,048,732 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2000 (25 years)
- Employees: 9 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, NE, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- New Braunfels, TX

### Websites listed on Form ADV (Item 1.I)
- satherfinancial.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,050,261,019 | 8 | August 3, 2021 |
| October 2022 | $1,430,955,241 | 7 | February 22, 2022 |
| October 2023 | $1,700,650,261 | 7 | August 30, 2023 |
| October 2024 | $1,734,316,533 | 8 | September 6, 2024 |
| October 2025 | $1,948,912,777 | 9 | January 9, 2025 |
| October 2026 | $2,267,064,012 | 9 | September 10, 2026 |

Regulatory assets under management: $1,050,261,019 in the October 2021 data and $2,267,064,012 in the October 2026 data, up 116%.
Total employees: 8 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $1,948,912,777 to $2,267,064,012 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sather Financial Group, Inc. (CRD 109344): Form ADV filing data as of October 2026.