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| Austin Asset Management Co
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|---|---|
| CRD # | 105441 |
| SEC # | 801-32217 |
| CIK # | 0001902024 |
| AUM | 1,871.8 M (2026-02-27) |
| Employees | 21 (62% Investors, 0% Brokers) |
| Phone | 512-453-6622 |
| Address | 7200 N Mopac, Suite 315 Austin, TX 78731 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 86.2 | ||
| Apple Inc | 6.3 | ||
| United Parcel Service Inc | 6.1 | ||
| Denali Holding Inc | 2.9 | ||
| Lilly Eli & Co | 2.9 | ||
| Greenbrier Companies Inc | 1.4 | ||
| Microsoft Corp | 1.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 92 | 54.1 |
| (b) Individuals (high net worth individuals) | 355 | 1,640.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 11 | 177.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,974 | 1,871.8 |
| By Discretionary | ||
| Discretionary | 1,974 | 1,871.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,974 | 1,871.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 19.3 | |
| United States Persons | 1,852.4 | |
| Total | 1,974 | 1,871.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001902024] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional, Retail |
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|---|---|---|
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