← Directory
AUSTIN ASSET
Legal name: AUSTIN ASSET MANAGEMENT CO
CRD 105441File 801-32217
APPROVED
Retail clients
Custody
Filing as of Feb 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.87B
Top 25% of cohort (national)
Discretionary AUM
$1.87B
Clients
458
1,974 accounts
Employees
21
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jun 9, 1988
- Principal office
- 7200 N. MOPAC, SUITE 315, AUSTIN, TX, 78731
- Phone
- 512-453-6622
- Website
- HTTPS://WWW.AUSTINASSET.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.87B
- Discretionary AUM
- $1.87B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,974
- Non-discretionary accounts
- 0
- Total accounts
- 1,974
- AUM per client
- $4.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 11 | $177.5M |
| High net worth individuals | 355 | $1.64B |
| Individuals (other than high net worth individuals) | 92 | $54.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 24 | 21 | decreased by3 |
| Mar 1, 2026 | Clients | 450 | 458 | increased by8 |
| Mar 1, 2026 | AUM | $1,666,286,145 | $1,871,758,998 | increased by$205,472,853 |
| Mar 1, 2026 | Accounts | 2,243 | 1,974 | decreased by269 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 22 | 24 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 422 | 450 | increased by28 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,366,006,925 | $1,666,286,145 | increased by$300,279,220 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,011 | 2,243 | increased by232 |
| Apr 1, 2022 | Employees | 19 | 22 | increased by3 |
| Apr 1, 2022 | Clients | 396 | 422 | increased by26 |
| Apr 1, 2022 | AUM | $1,176,798,438 | $1,366,006,925 | increased by$189,208,487 |
| Apr 1, 2022 | Accounts | 1,912 | 2,011 | increased by99 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AUSTIN ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AUSTIN ASSET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.