Caleb
Bronnenberg

Sather Financial Group, Inc

CRD#7360693
Investment Advisor
in Victoria, TX

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About this Advisor

Caleb Bronnenberg is a financial advisor based in Victoria, Texas, working with Sather Financial Group, Inc. Caleb has previously held positions at Sather Financial Group, Inc, Sather Financial Group, Huntsman Corporation, and Camden Property Trust. Caleb has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Caleb is part of Sather Financial Group, Inc, which operates out of Victoria, Texas. The firm has 2 offices and 7 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and educational seminars. The fee structure at Sather Financial Group, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

120 E. Constitution St
Victoria, TX 77901

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Sather Financial Group, Inc Brokerage Details

Total Assets Under Management

$1,734,316,533

TX Average: $3,042,739,679
Total Number of Employees

7

TX Average: 49
Total Number of Accounts

1,305

TX Average: 2,315
Average Account Size

$1,328,978

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Educational seminars/workshops

Caleb Bronnenberg Work History

2021 - Present (3 years)

Sather Financial Group, Inc

2016 - Present (8 years)

Sather Financial Group

2020 - 2021 (1 year)

Huntsman Corporation

2020 - 2020 (< 1 year)

Camden Property Trust

2011 - 2020 (9 years)

Sather Financial Group

Disclosures

Please visit the SEC profile of Caleb Bronnenberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sather Financial Group, Inc

Evan Martinez
New Braunfels, TX
Caleb Bronnenberg
Victoria, TX
Jonathan Zahradka
Victoria, TX
Tammy Kimbrough
Victoria, TX
Warren Udd
Victoria, TX
David Sather
Victoria, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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