994 GROUP

RIASEC RegisteredEst. 2023

Total AUM

$245M

Discretionary

$243M

99% of AUM

Avg account

$312K

Accounts

783

Employees

Advisory reps

Firm details

Headquarters: AUSTIN, Texas
CRD number: 289923
Registered since: August 9, 2023
Website: 994group.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI87.04%
Individuals11.44%
Corporations / Businesses0.93%
Charitable Organizations0.6%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

994 Group is an independent registered investment adviser organized as an LLC that describes itself as a capital allocator for both individual/family and institutional clients. The firm offers a mix of fee arrangements — percentage of assets under management, fixed fees and other fee structures — and lists core advisory services that include financial planning, discretionary portfolio management for individuals and small businesses, and manager selection. The firm does not identify as an active ESG investor and is not set up as a multi-state adviser.