Austin Asset
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 105441
- Registered since
- June 9, 1988
- Website
- www.austinasset.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI87.62%
- Charitable Organizations9.49%
- Individuals2.89%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Austin Asset is an independent registered investment adviser that has been SEC-registered since 1988 and is owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients, offering financial planning and portfolio management for individuals, small businesses, and institutions. Fee arrangements include percentage-of-AUM billing alongside fixed-fee engagements. Austin Asset does not identify as an active ESG investor and is not structured as a multi-state or pension consultant adviser. The firm has received public recognition in industry outlets, including a Top RIA Firms mention in FA Magazine (2020) and placement on CNBC’s Top 100 Financial Advisory Firms list (2025).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds89%
- Cash & Cash Equivalents6%
- Exchange Traded Equities4%
- US Government Bonds1%
Owners & executives
2 of 2
Jonathan Davison
Chief Investment OfficerCRD 4559738
William Hehman
Chief Executive OfficerCRD 4340147
Contacts
3 of 12
William Wike
PrincipalCRD 5514440
Alexis Garza
Wealth ManagementCRD 6960313
Jessica Forrest
Wealth PlanningCRD 1812899
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$470M in ETFs
22%
$105M
78%
$365M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $157M | 4,042,822 | 33.40% |
Location
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 7200 N Mopac Expy
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Tritium Partners
RIAAustin, TX
Terry Mcdaniel & Company
RIAAustin, TX
Hoisington Investment Management Co
RIAAustin, TX
Healthquest Capital Management, L.P.
RIAAustin, TX
Meridian Wealth Advisors, LLC
RIAAustin, TX
Stafford Capital Partners Inc.
RIAAustin, TX