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Durbin Bennett Private Wealth Management, LLC

● SEC registered since 2001CRD 107722SEC# 801-60001Austin, TX
Export (members)
Reg. AUM
$2.84B
Employees
27
Accounts
2,905
Location
Austin, TX

Durbin Bennett Private Wealth Management, LLC assets under management

Durbin Bennett Private Wealth Management, LLC operates as an SEC-registered investment adviser based in Austin, TX. The firm has been registered since 2001. It reports $2.8 billion in regulatory assets under management and employs 27 people.

Durbin Bennett Private Wealth Management, LLC owners & executives

8 reported
NameTitleOwnershipSince
Alfred Francis Frey ControlMember/Partner5-10%2025
Angela Meagan Smith ControlMember/Partner/Chief Compliance Officer5-10%2023
Ashley Kilgust ControlManaging Member/Partner10-25%2022
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Frequently asked questions

How much does Durbin Bennett Private Wealth Management, LLC manage?

Durbin Bennett Private Wealth Management, LLC reports $2.8 billion in regulatory assets under management on its Form ADV.

How many employees does Durbin Bennett Private Wealth Management, LLC have?

Durbin Bennett Private Wealth Management, LLC reports 27 employees.

Where is Durbin Bennett Private Wealth Management, LLC located?

Durbin Bennett Private Wealth Management, LLC is based in Austin, TX and has been SEC-registered since 2001.

Does Durbin Bennett Private Wealth Management, LLC disclose fund performance?

Durbin Bennett Private Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1601 South Mo Pac Expressway, Suite 125d, Austin, TX 78746
Phone512-610-6930
Fax512-610-6931
Office hours8:00 a.m. To 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Regulatory AUM

$2.84B▲ 38%
Mar '25 — $2.07BApr '25 — $2.07BMay '25 — $2.07BJun '25 — $2.07BJul '25 — $2.07BAug '25 — $2.07BSep '25 — $2.07BOct '25 — $2.07BNov '25 — $2.07BDec '25 — $2.07BJan '26 — $2.07BFeb '26 — $2.84BMar '26 — $2.84BApr '26 — $2.84BMay '26 — $2.84BJun '26 — $2.84B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 18%
Larger than 82% of 16,271 advisers
EmployeesTop 19%
More than 81% of 16,825 advisers

Assets under management

$2.84Bregulatory AUM
Discretionary $2.29BNon-discretionary $553.3M