UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
17yrs
Based in Dallas, Texas, David Mize is a fiduciary financial advisor with 17 years of industry experience. David joined Captrust in 2019, after two years at South Texas Money Management and a year at Mustang Wealth Management. David holds the CFP® designation.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience17 years (since 2010)
How that compares ?More experience than 58% of advisors in Texas
Office5005 LBJ Freeway, Suite 1313, Dallas, TX 75244
FirmCaptrust
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$2.54 million
Advisors at the firm951
States licensed ?1 state
Services through Captrust
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowCaptrustCurrent firm
- Jan 2018 – Dec 2019South Texas Money Management, LTD.Previously
- May 2017 – Dec 2017Mustang Wealth ManagementPreviously
- Sep 2015 – Feb 2016Pruco Securities, LLC.Previously
- 2011 – 2015Cetera Wealth Services, LLCPreviously
- Apr 2010 – Oct 2010Etexfinancial, Inc.Previously
Questions to ask David
Tailored to David’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Captrust at 919-870-6822 and ask for David Mize. David works from the Dallas, TX office.
How long has David been a financial advisor?
David has been in the industry since 2010, about 17 years. More experience than 58% of advisors in Texas.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Captrust reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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