Building Wealth for Our Clients — By Constructing Portfolios that Last

Call: (210) 223-6929

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Your Vision, Our Mission

Start Your Journey Towards Financial Success

Crossvault Capital Management, a Prime Capital Investment Advisors Company, is a San Antonio, Texas based registered investment advisor. Our mission is to help you achieve your life’s ambitions through customized portfolio management and comprehensive financial planning. We strive to build long-term relationships based on transparency and commitment to excellence. We measure our success by the success of our clients, and we are dedicated to helping them navigate the complexities of the financial markets and achieve financial independence.

Our name “Crossvault” represents our commitment to strength, stability, and elegance. Just like a crossvault, we believe in creating a solid foundation for your financial future. In partnership with Prime Capital Investment Advisors, our nationwide network of advisors and experts allow us to deliver personalized investment strategies that align with your unique needs and aspirations.

Meet Our Team

Schedule an Introductory Call

What We Do

Professional Knowledge and Guidance

Wealth Management

Customized portfolio management solutions designed to align with our client's specific needs.

Financial Planning

Everything we do starts with understanding our clients and their objectives.

Collaboration

Our nationwide network of advisors, Prime Capital Investment Advisors, offers a wide range of services including: retirement consulting and corporate financial wellness coaching.

Why Crossvault?

Your Ambitions Drive Our Strategy

Whether you are an individual investor or an institutional client, Crossvault Capital Management is here to provide you with the expertise and personalized service you deserve. Let us help you turn your financial aspirations into realities.

What We Offer Our Clients:

Traditional investing in individual stocks and bonds via separate account management
Flexible, customized portfolio management
Direct communication with the portfolio managers
Tax efficiency for high net worth investors
Experienced management team with over 110 years of combined experience
Consistent, goal-oriented investment strategy with ongoing evaluation of risk tolerance
Collaboration with tax and legal advisors

Our Philosophy

Still Living On, Long After Your Gone: Estate Planning Guide Free eBook

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Crossvault Capital Management San Antonio Texas Financial and Wealth Management

Resources, News & Information

Committed to Providing Exceptional Investment Solutions

Education comes first when creating and implementing a custom financial plan, and our job isn’t complete if you don’t understand that plan just as well as we do. At Crossvault Capital Management, we work to bring you the latest educational resources directly to your fingertips, saving you time with the information in one convenient location. Our resources can help you learn how to take control of your financial life. Stay updated and educated with FAQs and quarterly investment letters. Plus, login to your custodian accounts.

Our Resources

In the News:

Contact Us

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. PCIA: 6201 College Blvd., Suite #150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management (“PCWM”) and Qualified Plan Advisors (“QPA”). This information does not constitute legal or tax advice. SEC Investment Adviser Public Disclosure (IARD): Here.

Prime Capital Investment Advisors, (“PCIA”) and their associates do not provide legal or tax advice. Individuals should consult with an attorney or professional specializing in the fields of legal, tax, or accounting regarding the applicability of this information for their situations.