AUSTIN FINANCIAL STRATEGIES, INC.

Overview

Austin Financial Strategies, Inc. is a small, client-focused RIA that combines portfolio management for individuals and small businesses with insurance brokerage services. The firm charges fees as a percentage of assets under management and concentrates its practice on individual and family clients rather than institutional mandates. Investment activity emphasizes public equities delivered primarily through exchange-traded vehicles, with a clear tilt toward straightforward equity exposure rather than complex public-market strategies. The adviser is not positioned as an ESG-driven manager and does not operate as a multi-state adviser. Given its business mix, Austin Financial Strategies appears to use insurance products as part of client planning alongside discretionary portfolio management. That dual role—advice plus brokerage of insurance—suggests the firm integrates retirement-income and risk-transfer solutions (annuities and insurance) into client plans, complementing the equity-focused investment sleeves.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices