Terry McDaniel & Company
● SEC registered since 1985CRD 104732SEC# 801-24465Austin, TX
Reg. AUM
$1.92B
Employees
13
Accounts
370
Location
Austin, TX
Terry McDaniel & Company assets under management
Terry McDaniel & Company is an SEC-registered investment adviser based in Austin, TX. The firm has been registered since 1985. It reports $1.9 billion in regulatory assets under management and employs 13 people.
Terry McDaniel & Company owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Claude Kenneth Turlington | President | Under 5% | 2014 |
| Dina Renee Mason | Chief Compliance Officer | Under 5% | 2014 |
| Terry Pat McDaniel Control | Chairman/Trustee | 50-75% | 1985 |
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Join to unlock · $37/moFrequently asked questions
How much does Terry McDaniel & Company manage?
Terry McDaniel & Company reports $1.9 billion in regulatory assets under management on its Form ADV.
How many employees does Terry McDaniel & Company have?
Terry McDaniel & Company reports 13 employees.
Where is Terry McDaniel & Company located?
Terry McDaniel & Company is based in Austin, TX and has been SEC-registered since 1985.
Does Terry McDaniel & Company disclose fund performance?
Terry McDaniel & Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2630 Exposition Blvd Ste 300, Austin, TX 78703 |
| Phone | 512-495-9500 |
| Fax | 512-495-9415 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.92B▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$1.92Bregulatory AUM
Discretionary $1.74BNon-discretionary $180M