As a locally managed firm, we can make decisions that benefit our client not a bureaucracy.
We have a uniquely qualified senior management team with decades of multifaceted investing and problem-solving experience. Two thirds of our team work directly with our clients.
We are intellectually honest. Our partners use the same solutions as our clients. Our institutional process means we use the same processes for our largest clients as we do for all of our clients.
As one of the largest independent registered investment advisors in central and south Texas*, we have a significant history of serving institutions and multigenerational families. We have a long tenure and high retention with our clients.
We advocate for clients. Most of our clients cannot recreate their wealth. Our job is to help steward it. Therefore, we are transparent and motivated for their success.
We develop tailored solutions and cultivate long-term relationships founded on our core values of trust, honor, respect, service, and family.
Genesis
Redstone Consulting Group founded within PaineWebber by Fred Middleton and Roy Trice.
Spun Out
Spun out as the San Antonio affiliate of Redstone Consulting.
Milestone
Redstone reaches over $2 billion in assets under management.
Split
Split from Redstone Consulting to become Sendero Wealth Management.
Family Office
Sendero® created Family Office services.
New Partners
Succession planning begins and Elizabeth Flavin Crawford and Edward A. Hart join Sendero® as partners.
Milestone
Sendero® reaches over $3 billion in assets under management.
Leadership
Elizabeth Crawford becomes Chief Executive Officer and Ed Hart becomes President continuing Sendero's succession plan.
Family Engagement founded to assist families in building an intentional generational family.
Established Foundations & Philanthropy to fully support charitable giving for clients.
New Partners
Roy Trice and John Rowsell, PhD become partners evolving the depth of the team.
The Women’s Initiative created to cater to the needs of female clients.
Milestone
Tara D. Maxwell and Amaury de Barros Conti named partners.
Sendero® reaches over $4 billion in assets under management.
