Terry Mcdaniel & Company is an SEC registered investment adviser organized as a corporation with a primary office location in Austin, TX. Its latest Form ADV filing, dated March 31, 2026, reports $1.9B in regulatory assets under management, 13 employees, and 370 accounts.
Assets Under Management
$1.9B
Employees
13
Offices
--
Total Clients
378
Primary office
AUSTIN, TX
2630 EXPOSITION BLVD STE 300, AUSTIN, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 65.6% of total clients.
Top client categories% of clientsClients
1
HNWI
65.6%
248
2
Individuals
32.3%
122
3
Charitable
2.1%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.9Bas of March 31, 2026
Discretionary90.6%
$1.7B
91% of total RAUM90.6%
Non-discretionary9.4%
$180M
9% of total RAUM9.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.9B
Total Accounts370
10Y AUM Change+$971M (+102.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee29:1
10Y Employee Change-1 (-7.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.