Lucien Stirling & Gray Advisory Group Inc
● SEC registered since 2014CRD 112641SEC# 801-79381Austin, TX
Reg. AUM
$146.6M
Employees
5
Accounts
574
Location
Austin, TX
Lucien Stirling & Gray Advisory Group Inc assets under management
Lucien Stirling & Gray Advisory Group Inc is an investment advisory firm registered with the SEC based in Austin, TX. The firm has been registered since 2014. It reports $146.6 million in regulatory assets under management and employs 5 people.
Lucien Stirling & Gray Advisory Group Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Thomas Gray Twombly Control | President / Chief Compliance Officer | Over 75% | 2001 |
Frequently asked questions
How much does Lucien Stirling & Gray Advisory Group Inc manage?
Lucien Stirling & Gray Advisory Group Inc reports $146.6 million in regulatory assets under management on its Form ADV.
How many employees does Lucien Stirling & Gray Advisory Group Inc have?
Lucien Stirling & Gray Advisory Group Inc reports 5 employees.
Where is Lucien Stirling & Gray Advisory Group Inc located?
Lucien Stirling & Gray Advisory Group Inc is based in Austin, TX and has been SEC-registered since 2014.
Does Lucien Stirling & Gray Advisory Group Inc disclose fund performance?
Lucien Stirling & Gray Advisory Group Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7800 N. Mopac Expy, Suite 340, Austin, TX 78759 |
| Phone | 512-458-2517 |
| Fax | 512-458-3120 |
| Office hours | 0900-1700 |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$146.6M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$146.6Mregulatory AUM
Discretionary $102.2MNon-discretionary $44.3M