What Makes Us Different

Partner-Led Firm

As a locally managed firm, we can make decisions that benefit our client not a bureaucracy.


Our People

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.

Our Process

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.

Significant History

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.

Stay Wealthy

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.

Shared Values

We develop tailored solutions and cultivate long-term relationships founded on our core values of trust, honor, respect, service, and family.

“At Sendero®, we believe wealth is more than money. Wealth reflects your values, dedication, and consistency.”

Partner | Chairman

Our History

Our Legacy is Built on Understanding Our Clients

Redstone Consulting Group founded within PaineWebber by Fred Middleton and Roy Trice.
Spun Out
Spun out as the San Antonio affiliate of Redstone Consulting.
Redstone reaches over $2 billon in assets under management.
Split from Redstone Consulting to become Sendero Wealth Management.
Family Office
Sendero® created services.
New Partners
Succesion planning begins and Elizabeth Flavin Crawford and Edward A. Hart join Sendero® as partners.
Sendero® reaches over $3 billion in assets under management.
Elizabeth Crawford becomes Chief Executive Officer and Ed Hart becomes President continuing Sendero's succession plan.

founded to assist families in building an intentional generational family.

Established to fully support charitable giving for clients.
New Partners
Roy Trice and John Rowsell, PhD become partners evolving the depth of the team.

created to cater to the needs of female clients.
Tara D. Maxwell and Amaury de Barros Conti named partners.

Sendero® reaches over $4 billion in assets under management.