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.

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.

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.

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.

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.


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.

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:
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?
How can I make an appointment?
People Are Talking
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.
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
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.
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.
