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| Keyboard |
| Austin Money Management Corporation
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|---|---|
| CRD # | 302038 |
| SEC # | 801-118056 |
| CIK # | |
| AUM | 296.1 M (2026-05-26) |
| Employees | 2 (50% Investors, 50% Brokers) |
| Fees | |
| Minimum | |
| Phone | 512-607-5008 |
| Address | 3907 Medical Parkway Austin, TX 78756 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4 | 1.4 |
| (b) Individuals (high net worth individuals) | 68 | 157.6 |
| (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 | 11 | 137.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 276 | 296.1 |
| By Discretionary | ||
| Discretionary | 267 | 199.5 |
| Non-Discretionary | 9 | 96.5 |
| Total | 276 | 296.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 296.1 | |
| Total | 276 | 296.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Tandemgrowth Financial Advisors LLC
✚
|
GA | 297.0 M |
|
Matters Capital LLC
✚
|
FL | 296.8 M |
|
USA Financial Securities LLC
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MI | 296.5 M |
|
Palatine Hill LLC
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MI | 295.9 M |
|
Orchid Advisory LLC
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TX | 295.7 M |
|
Square Advisors LLC
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|
295.5 M | |
|
Huber Weakland & Associates Inc
✚
|
MD | 295.3 M |
|
Union Heritage Capital
✚
|
MI | 295.2 M |
|
Douglas Capital Management Inc
✚
|
FL | 295.2 M |
|
Marmo Financial Group LLC
✚
|
TN | 295.2 M |