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 operating since 1988 and is owned by an individual principal. The firm serves both individual and family clients as well as institutional and small business accounts. Its advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses, and institutional clients. Fee arrangements include a percentage-of-assets model alongside fixed fees. Austin Asset does not identify as an active ESG investor and is not structured as a multi-state or newly formed adviser. The firm has received industry recognition, including placement on FA Magazine’s Top RIA Firms list in 2020 and a Top 100 Financial Advisory Firms mention from CNBC in 2025.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
3 of 3
Jonathan Davison
Chief Investment OfficerCRD 4559738
Gregory Van Wyk
Chief Wealth OfficerCRD 4189858
William Hehman
Chief Executive OfficerCRD 4340147
Contacts
3 of 11
William Wike
PrincipalCRD 5514440
Alexis Garza
Wealth ManagementCRD 6960313
Jessica Forrest
Wealth ManagementCRD 1812899
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$531M in ETFs
23%
$120M
77%
$411M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $178M | 4,009,061 | 33.48% |
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
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