Austin Asset Management Co
● SEC registered since 1988CRD 105441SEC# 801-32217Austin, TX
Reg. AUM
$1.87B
Employees
21
Accounts
1,974
Location
Austin, TX
Austin Asset Management Co assets under management
Austin Asset Management Co is an investment advisory firm registered with the SEC based in Austin, TX. The firm has been registered since 1988. It reports $1.9 billion in regulatory assets under management and employs 21 people.
Austin Asset Management Co owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexandra Mary Bequette | Shareholder | 5-10% | 2023 |
| Allison Lee Loots | Shareholder | 5-10% | 2024 |
| Gregory Scott Van Wyk Control | Executive Vice President | 10-25% | 2010 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Austin Asset Management Co manage?
Austin Asset Management Co reports $1.9 billion in regulatory assets under management on its Form ADV.
How many employees does Austin Asset Management Co have?
Austin Asset Management Co reports 21 employees.
Where is Austin Asset Management Co located?
Austin Asset Management Co is based in Austin, TX and has been SEC-registered since 1988.
Does Austin Asset Management Co disclose fund performance?
Austin Asset Management Co is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7200 N. Mopac, Suite 315, Austin, TX 78731 |
| Phone | 512-453-6622 |
| Fax | 512-453-4253 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.87B▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers
Assets under management
$1.87Bregulatory AUM
Discretionary $1.87B