Austin Consulting
Firm details
- Headquarters
- ,
- CRD number
- 327134
- Fee structure
- Fixed Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Austin Consulting is a small, sole‑proprietor advisory practice focused on portfolio management for individuals and small businesses. The firm operates on a fixed‑fee model and manages client relationships on a non‑discretionary basis, meaning client approval is retained for investment decisions. Its stated client base is individual and family investors, and the firm does not position itself as an ESG investor, pension consultant, capital allocator, or related adviser. Operations are confined to a single state and the business remains classified as an individual owner/sole proprietorship rather than part of a larger RIA network. Investment activity emphasizes liquid, listed instruments with a stated preference toward fixed‑income exposure. The firm appears to implement customized managed accounts alongside pooled vehicles to deliver core equity and bond allocations, tailoring portfolios to the relatively concentrated group of clients it serves.
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
- Exchange Traded Equities35%
- US Government Bonds30%
- Public Funds/Mutual Funds20%
- State & Local Bonds10%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Amanda Austin
PrincipalCRD 2103403
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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