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AUSTIN ASSET
AUSTIN ASSET MANAGEMENT CO
CRD 105441 · SEC 801-32217
7200 N. MOPAC, SUITE 315, AUSTIN, TX, 78731, United States
Phone
512-453-6622
Fax
512-453-4253
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.87B
Discretionary AUM
$1.87B
Team
21 total employees; 13 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 92 | $54.1M |
| High net worth individuals | 355 | $1.64B |
| Charitable organizations | 11 | $177.5M |
States served
AK, CA, CO, NE, TX, FL
All web addresses on file
Official SEC filing: View on IAPD