Austin Asset

RIASEC Registered

Total AUM

$1.9B

Discretionary

$1.9B

100% of AUM

Avg account

$948K

Accounts

1,974

Employees

Advisory reps

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

FINTRX

Overview

Austin Asset is an independent, individually owned registered investment adviser that provides financial planning and discretionary portfolio management to individuals, families and institutions. The firm is SEC-registered (1988) and charges clients on a percentage-of-AUM and fixed-fee basis. Advisory services listed on its filings include financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses or institutional clients. Austin Asset reports it is not an ESG-focused investor and does not operate as a capital allocator; instead it relies on external investment products and managers to construct client portfolios. Austin Asset has received industry recognition, including a Top RIA Firms mention from FA Magazine in 2020 and placement on CNBC’s Top 100 Financial Advisory Firms list in 2025.