Dave Sather

Certified Financial Planner and founder/CEO of Sather Financial Group, a fee-only investment management firm; founder of the Bulldog Investment Company student program at Texas Lutheran University with 25+ years in value-oriented wealth management.

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Dec 22, 2025 • 1h 7min

Dave Sather: Quality, Integrity, and the 2 AM Test: Building a $2B firm through patient investing and authentic relationships

Dave Sather, Certified Financial Planner and founder of a $2 billion investment firm, shares insights from his 25+ years in value investing. He discusses how his Depression-era upbringing instilled a strong work ethic and financial discipline. Dave emphasizes building authentic relationships in a small town as key to his firm's growth. He also reflects on educating clients about market volatility, managing fears, and the importance of patient investing. Plus, he highlights the impact of his Bulldog Investment Company program, teaching students to manage real money responsibly.

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