Kevin M. Harris

Part of Southwest JLK Corp., TPB Wealth Advisors LLC is a wealth management company based in San Antonio, TX. The private company offers personalized wealth planning services, coordinated solutions, and a diverse strategic network to help clients achieve their financial goals. The company was founded in 2009, and the CEO is Brent R. Given. TPB Wealth Advisors was acquired by Luther King Capital Management Corp. from Southwest Bancshares, Inc. (Texas) on June 30, 2023.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Frost Bank provides banking services. The company was Founded in 1868 and is San Antonio, TX.

Covenant Multifamily Offices LLC (Covenant) is an independent asset management firm headquartered in San Antonio, Texas. The firm was founded by John Eadie in 2009. Covenant provides investment advisory services to individuals, business entities, trusts, estates, charitable organizations and pension and profit sharing plans.