← Back to searchVisit website
TERRY MCDANIEL & COMPANY
CRD 104732 · SEC 801-24465
2630 EXPOSITION BLVD STE 300, AUSTIN, TX, 78703, United States
Phone
512-495-9500
Fax
512-495-9415
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.92B
Discretionary AUM
$1.74B
Team
13 total employees; 7 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 122 | $41.7M |
| High net worth individuals | 248 | $1.83B |
| Charitable organizations | 8 | $48.9M |
States served
LA, TX
All web addresses on file
Official SEC filing: View on IAPD