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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Terry McDaniel & Company
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|---|---|
| CRD # | 104732 |
| SEC # | 801-24465 |
| CIK # | |
| AUM | $1.8 B (2025-04-14) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Phone | 512-495-9500 |
| Address | 2630 Exposition Blvd Ste 300 Austin, TX 78703 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 127 | 40.7 |
| (b) Individuals (high net worth individuals) | 245 | 1,688.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 8 | 47.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 372 | 1,777.1 |
| By Discretionary | ||
| Discretionary | 368 | 1,653.7 |
| Non-Discretionary | 4 | 123.4 |
| Total | 372 | 1,777.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,777.1 | |
| Total | 372 | 1,777.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Capwealth Advisors LLC
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|
TN | 1.9 |
|
Safford Nicholas H & Co Inc
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|
MA | 1.9 |
|
Keystone Financial Group LLC
✚
|
KY | 1.9 |
|
Minot Deblois Advisors LLC
✚
|
MA | 1.8 |
|
Trumbower Financial Advisors LLC
✚
|
MD | 1.8 |
|
Avalor Investment AG
✚
|
1.8 | |
|
Unison Advisors LLC
✚
|
RI | 1.8 |
|
Adell Harriman & Carpenter Inc
✚
|
TX | 1.8 |
|
Tortoise Investment Management LLC
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|
NY | 1.7 |
|
Vectorglobal IAG Inc
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|
FL | 1.7 |