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AUSTIN MONEY MANAGEMENT CORPORATION
CRD 302038File 801-118056
APPROVED
Retail clients
Disclosure events
Filing as of May 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$296.1M
Below cohort median (national)
Discretionary AUM
$199.5M
Non-discretionary $96.5M
Clients
83
276 accounts
Employees
2
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Feb 7, 2020
- Principal office
- 3907 MEDICAL PARKWAY, SUITE 101, AUSTIN, TX, 78756
- Phone
- (512) 607-5008
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $296.1M
- Discretionary AUM
- $199.5M
- Non-discretionary AUM
- $96.5M
- Discretionary accounts
- 267
- Non-discretionary accounts
- 9
- Total accounts
- 276
- AUM per client
- $3.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 68 | $157.6M |
| Pension and profit sharing plans | 11 | $137.0M |
| Individuals (other than high net worth individuals) | 4 | $1.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D1
- Q11D4
- Q11D5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jun 1, 2026 | Employees | 1 | 2 | increased by1 |
| Mar 1, 2026 | Clients | 85 | 83 | decreased by2 |
| Mar 1, 2026 | AUM | $247,375,337 | $296,058,749 | increased by$48,683,412 |
| Mar 1, 2026 | Accounts | 85 | 276 | increased by191 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 69 | 85 | increased by16 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $165,483,738 | $247,375,337 | increased by$81,891,599 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 189 | 85 | decreased by104 |
| Apr 1, 2022 | Clients | 64 | 69 | increased by5 |
| Apr 1, 2022 | AUM | $137,558,805 | $165,483,738 | increased by$27,924,933 |
| Apr 1, 2022 | Accounts | 183 | 189 | increased by6 |
| 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 MONEY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AUSTIN MONEY” 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.