Lucien Stirling & Gray Advisory Group Inc 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 11, 2026, reports $147M in regulatory assets under management, 5 employees, and 574 accounts.
Assets Under Management
$147M
Employees
5
Offices
--
Total Clients
147
Primary office
AUSTIN, TX
7800 N. MOPAC EXPY, SUITE 340, AUSTIN, TX, United States
Top client segmentIndividuals represent 65.3% of total clients.
Top client categories% of clientsClients
1
Individuals
65.3%
96
2
HNWI
34.0%
50
3
Pension Plans
0.7%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$147Mas of March 11, 2026
Discretionary69.8%
$102M
70% of total RAUM69.8%
Non-discretionary30.2%
$44M
30% of total RAUM30.2%
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$147M
Total Accounts574
10Y AUM Change+$5M (+3.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee29:1
10Y Employee Change-3 (-37.5%)
* 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.