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Prime Capital Investment Advisors unveils new brand – Prime Capital Financial! Click here to read the full announcement.

Helping to Build Wealth for Our Clients

Constructing Portfolios Relationships Legacies that Last

Personalized, professionally crafted investment management.

Holistic, comprehensive financial planning.

Deep, local experience rooted in San Antonio, amplified by national resources.

Your Vision. Our Mission.

Meet Our Team

For over two decades, our San Antonio based team has brought individualized perspective, discipline, and insight to every client relationship.

 

We have navigated decades of market cycles, economic shifts, and financial milestones, earning the trust of individuals, families, and institutions along the way.

 

This depth of experience isn’t just a number.  It is a commitment to excellence, refined over time and delivered with intention.

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Laura Ehrenberg-Chesler

Partner

Laura Ehrenberg-Chesler has forty-one years of investment experience. Crossvault was acquired by Prime Capital Investment Advisors in 2022, and she became a partner. Prior to forming Crossvault Capital Management, LLC, she was an investment professional at Dain Rauscher for six years and served as Branch Manager for three years. She also held Principal’s and Registered Options Principal’s licenses as well as all other NASD required licenses. Her client base consisted of high net worth individuals and their trusts as well as institutions. Prior to her affiliation with Dain Rauscher she was a vice president at PaineWebber for ten years. During her tenure at PaineWebber she held positions as a sales manager, branch manager and investment professional in New York City, Los Angeles, and San Antonio.

Ms. Ehrenberg-Chesler holds a Bachelor of Business Administration degree from The University of Texas at Austin. Laura is very involved in our community. She was a regional executive committee member of the United Communities of San Antonio (formerly NCCJ) and past presiding Chair. Ms. Ehrenberg-Chesler was a member of the Holocaust Museum of San Antonio and past Chair. She has served on the Board of the San Antonio Area Foundation, the Advisory Board of the UTHSC Center for Medical Humanities and Ethics, and the Women’s Philanthropy Board of the Jewish Federation where she served as Campaign Chair for the organization. Ms. Ehrenberg-Chesler currently serves on the Southwest Regional Board of the Jewish National Fund.

Marilou Moursund, CFA - Prime Capital Financial of San Antonio - Partner

Marilou Moursund, CFA®

Partner

Marilou Moursund has forty-two years of investment experience. Crossvault was acquired by Prime Capital Investment Advisors in 2022. and she became a partner. Before forming Crossvault Capital Management, LLC, she was a portfolio manager for thirteen years at Austin, Calvert & Flavin, Inc., a registered investment advisor with over $1.5 billion in assets under management. Ms. Moursund had direct responsibility for portfolio management, research, fixed income portfolio management and client service. Prior to her affiliation with Austin, Calvert & Flavin, Inc., Ms. Moursund was as Assistant Vice President and Investment Manager at First Federal Savings and Loan Association of San Antonio where she was responsible for the management of a $120 million portfolio of money market instruments, fixed-income securities, and mortgage-backed securities.

Ms. Moursund graduated summa cum laude and with Special Honors from the Plan II program at The University of Texas at Austin with a Bachelor of Arts degree. She received a Master of Business Administration degree with a concentration in finance from The McCombs School of Business at The University of Texas at Austin. Ms. Moursund is a holder of the Chartered Financial Analyst® designation, and is a past president of The San Antonio Society of Financial Analysts. She has served on the boards of the San Antonio Academy, The Battle of Flowers Association, The Christ Episcopal Church Endowment, the Baumberger Endowment, and Alamo Title Company.

Sarah Calvert Doerr - Prime Capital Financial of San Antonio - Partner

Sarah Calvert Doerr

Partner

Sarah Calvert Doerr has forty years of investment experience. Crossvault was acquired by Prime Capital Investment Advisors in 2022, and she became a partner. Prior to joining Crossvault Capital Management in January, 2012, she spent her entire career at the former Austin, Calvert & Flavin, Inc., San Antonio, Texas, where she was its Chief Executive Officer and Portfolio Manager. Ms. Doerr joined Austin, Calvert & Flavin in 1985. In January 2002, she was named the firm’s Chief Operating Officer, and in October 2004, its Chief Compliance Officer. She was appointed the Chief Executive Officer in June 2005. Ms. Doerr had been involved with the trading operations during most of her tenure at Austin, Calvert, & Flavin, Inc. and was its Head Trader for a number of years prior to being named Chief Operating Officer. In addition to community and business development, she managed the day-to-day operations of the firm, and continued to work closely with the Chief Investment Officer in implementing the investment ideas into the individual portfolios. She also managed both the taxable and tax-exempt fixed income portfolios.

Ms. Doerr graduated from Philips Exeter Academy and then attended George Washington University where she earned a Bachelor of Arts degree in Political Science. Ms. Doerr has been a member of Young Presidents Organization since 2006. She previously was a member of the United Way Board of Trustees, the Board of the San Antonio Botanical Garden Society, and the San Antonio Public Library Foundation.

John Cervantes, CFA - Prime Capital Financial of San Antonio - Partner

John Cervantes, CFA®

Partner

John Cervantes is a Partner and Senior Investment Advisor at Prime Capital Financial San Antonio, where he leverages over 16 years of experience advising and managing investment portfolios for families of high and ultra-high net worth.

Before joining Prime Capital Financial San Antonio, John served as a Senior Investment Advisor at Texas Capital Bank, where he was also a voting member of the bank’s Investment Strategy Committee. Prior, he held the position of Senior Investment Manager at Merrill Lynch, managing $1.25 billion in client assets for one of the largest wealth management practices in the country. In this role, John managed a suite of investment strategies, focusing on U.S. Value Equity and Global Asset Allocation. He also developed the team’s Private Equity processes, including fund selection and client allocations.

John began his career at JPMorgan Chase before transitioning to USAA. He holds the Chartered Financial Analyst® designation and earned his BBA in Finance from the University of Texas at San Antonio.

John resides in San Antonio, Texas with his wife, Kaycee, and their two children, Edee and John Kelly.

Robin Cook - Prime Capital Financial of San Antonio - Client Service Specialist, Trader

Robin Cook

Client Service Specialist, Trader

Robin Cook brings more than 31 years of experience in the investment industry to her role as Prime Capital Financial San Antonio's Client Service Specialist and Trader. She began her career with Austin, Calvert & Flavin, where she spent a decade building experience in portfolio management support and as a Research Assistant. In 2006, she joined Crossvault Capital Management, where she continued to grow her depth of knowledge across trading, client relations, and operational strategy. Robin is known not only for her attention to detail and market insight, but also for her dedication to delivering a seamless client experience.
Ashley Nichols - Prime Capital Financial of San Antonio - Client Service Specialist

Ashley Nichols, Esq.

Client Service Specialist

Ashley Nichols brings over 20 years of experience in law, operations, and client services to the team at Prime Capital Financial San Antonio. Raised in San Antonio, Ashley Nichols received a Bachelor of Arts degree in economics from The University of Texas at Austin, and then completed her law degree at St. Mary’s University. She went on to build a successful legal career in Colorado, where she practiced for 17 years.

After returning home to Texas, Ashley transitioned from the courtroom to the operations side of professional services. Today, she leads operations and client experience with the same strategic mindset, problem-solving skills, and leadership she honed in law. Her focus is on creating seamless processes, strengthening client relationships, and ensuring the firm operates with clarity and efficiency.

Prime Capital Financial Logo

We are a people-first organization.

We thrive on collaboration, community & culture. Like any true team, we know that we achieve great things by working together.

Your Questions, Answered

How much money do I need to invest?

  • Prime Capital Financial of San Antonio works with clients across all stages of life.  Whether you’re laying the foundation for long-term success, preparing for retirement, or already navigating life after work, we meet you where you are, with clear strategy, thoughtful guidance, and proactive partnership.
  • We also serve high net worth and ultra-high net worth individuals, families, trusts, and entities, working seamlessly with your tax and legal representatives, in order to help steward and sustain your legacy across generations.
  • Generally, our clients have a minimum of $500,000 placed under our management.

What services do you offer?

  • Prime Capital Financial of San Antonio offers clients a boutique wealth management experience, curating investment management and financial planning services to each client’s unique needs and stage of life.  Our portfolio management is highly personalized and constructed from the ground up.  We take a holistic approach to financial planning, covering topics from complex retirement distribution strategies to estate planning support.
  • We also work closely with business owners and institutions on retirement plan consulting and financial wellness programs.
  • The following are frequent examples of how we approach wealth management:
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What is your Investment Philosophy?

  • One Philosophy. Tailored Approaches.
    • While our core investment philosophy remains consistent, how we apply it is anything but one-size-fits-all. Each portfolio is constructed from the ground up, reflecting the specific objectives, risk tolerance, and tax considerations of the individual client. This personalized approach allows to to deliver meaningful outcomes.
    • Across every client, we anchor our investment management in the same core belief: own quality businesses for the long-term, manage risk thoughtfully, and invest with purpose.  We are not passive market participants.
  • Dynamic Yet Disciplined.
    • While we invest for the long-term, we remain opportunistic, ready to act when near-term dislocations create value.
  • High Quality Fixed Income
    • For capital preservation and income, we invest in high-quality bonds, focusing on creditworthy issuers and structured ladders aligned with client-specific needs and interest rate environments.

What can I expect if we work together?

Logo Money in Good Hands - Prime Capital Financial
White-glove concierge service.
Logo Family
Thoughtful coordination among multiple generations of family members.
Logo Handshake and Teamwork, Collaboration
Complex financial planning and coordination with your tax and legal advisors.
Logo Indicating Staffed Office - Prime Capital Financial of San Antonio
A staffed, local office, with no 1-800 numbers or phone prompts, just courteous reception by people that you know.

How can I make an appointment?

Call us at (210) 223-6929.
Text us at (210) 640-2219.
Email us here.
Schedule directly with us below.
Prime Capital Financial of San Antonio Advisors

People Are Talking

My family and I have been satisfied clients of Crossvault, now Prime Capital Financial, for over twenty-five years. We were drawn to Crossvault when it opened because of our previous excellent investment experience with both Laura and Marilou. Their team has always provided exceptional service which means that they are available and responsive to the many different needs of our individual family members and they make complex financial decisions feel approachable and manageable. The strong relationship they've built with us over the years gives me the great trust in their guidance and has allowed our family to build a strong financial foundation for future generations.

Client

The testimonials, statements, and opinions presented on our website are applicable to the individuals depicting them. These opinions are based on true experiences and each opinion is unique to each individual client. Results will vary and may not represent or duplicate another experience of another client. The testimonials were voluntarily provided and are not paid, nor were they provided free products, services, or any benefits in exchange for said statement.

We’re proud to share that Prime Capital Financial has been honored as one of Barron’s 2025 Top RIA Firms, moving into the Top 25 nationally. The annual ranking highlights firms based on assets managed, growth, technology, succession planning, and more.

This recognition would not be possible without the trust of our clients and the dedication of every single person on our team.  You can view the full list of firms below.

Barron's 2025 Top RIA Firms

We truly value the trust you place in our people. Together, we can build toward the future you envision. Let’s plan to dream big!

Awarded in September 2025 from Barron’s based on company benchmarks from June 2024 – June 2025, and no compensation was involved with the award.

Where to Find Us

Quarry Heights Building
7373 Broadway, Suite 107
San Antonio, TX 78209
Ph: (210) 223-6929
Fax: (210) 223-5852

Graphic Achieve Your Life's Ambitions

Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. Tax planning and preparation services are offered through Prime Capital Tax Advisory. PCIA: 6201 College Blvd., Suite 150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office | Tax Advisory.

Prime Capital Financial of San Antonio Advisors

This information does not constitute legal advice. Prime Capital Financial and its associates do not provide legal advice.  Individuals should consult with an attorney regarding the applicability of this information for their situations.