Austin Asset is an SEC registered investment adviser organized as a corporation with a primary office location in Austin, TX. Its latest Form ADV filing, dated February 27, 2026, reports $1.9B in regulatory assets under management, 21 employee, and 1,974 accounts.
Assets Under Management
$1.9B
Employees
21
Offices
--
Total Clients
458
Primary office
AUSTIN, TX
7200 N. MOPAC, SUITE 315, AUSTIN, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 77.5% of total clients.
Top client categories% of clientsClients
1
HNWI
77.5%
355
2
Individuals
20.1%
92
3
Charitable
2.4%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.9Bas of February 27, 2026
Discretionary100.0%
$1.9B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
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 Accounts1,974
10Y AUM Change+$1.1B (+141.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee22:1
10Y Employee Change+5 (+31.3%)
* 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.