CoverProfile

Fred Middleton

Chairman Emeritus

Sendero Wealth Management

United States, Texas, San Antonio

About Me

Fred has spent his life stewarding the financial futures of clients, family, and friends. He is co-founder of Sendero® and creator of the concept of modern wealth management in San Antonio. Fred remains actively involved at a high level of the firm. Participating in regular partner and investment meetings. He takes client satisfaction personally. Fred is focused on making sure Sendero® does “it right, every day, even if it hurts.” Fred co-founded Sendero® in 2008. He successfully launched the firm’s succession plan in 2012 when he brought in Elizabeth Crawford and Ed Hart as partners and Managing Directors. Fred became Chairman Emeritus in 2017.

Profile Information

Chairman Emeritus

Sendero Wealth Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

San Antonio

Texas

United States

Nov 6, 2025

More profiles to browse

FD
Franklin Davis
Portfolio Manager
Profile Photo
Elizabeth Crawford
Partner | Chief Executive Officer
Profile Photo
Edward A. Hart
President, Partner, Chairman and Investment Committee Member
Profile Photo
Kristina Guder Craig
Chief Financial Officer/ VP of Estate and Tax

You Might Like

RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc