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| Happy Holidays!! thanks for using AUM13F!! |
| Austin Asset Management Co
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| CRD # | 105441 |
| SEC # | 801-32217 |
| CIK # | 0001902024 |
| AUM | $1.7 B (2025-03-13) |
| Employees | 24 (58% Investors, 0% Brokers) |
| Phone | 512-453-6622 |
| Address | 7200 N Mopac, Suite 315 Austin, TX 78731 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 36.9 | ||
| Apple Inc | 4.9 | ||
| Lilly Eli & Co | 2.9 | ||
| Microsoft Corp | 1.9 | ||
| Amazon Com Inc | 1.4 | ||
| New Atlas HoldCo Inc | 1.2 | ||
| First Financial Bankshares Inc | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 96 | 52.8 |
| (b) Individuals (high net worth individuals) | 343 | 1,464.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 11 | 148.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,243 | 1,666.3 |
| By Discretionary | ||
| Discretionary | 2,243 | 1,666.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,243 | 1,666.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,666.3 | |
| Total | 2,243 | 1,666.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001902024] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
DHK Financial Advisors Inc
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|
NH | 1.7 |
|
Jackson Thornton Wealth Management LLC
✚
|
AL | 1.7 |
|
Colonial Trust Advisors Inc
✚
|
SC | 1.7 |
|
Larch Capital Partners LLC
✚
|
FL | 1.7 |
|
Pembroke Management Ltd
✚
|
1.7 | |
|
Oak Associates Ltd
✚
|
OH | 1.7 |
|
Rockbridge Investment Management LLC
✚
|
NY | 1.7 |
|
Fidelis Capital Partners LLC
✚
|
FL | 1.7 |
|
Wealhouse Capital Limited Partnership
✚
|
1.7 | |
|
Slatestone Wealth LLC
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|
FL | 1.7 |