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| Keyboard |
| Terry McDaniel & Company
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|---|---|
| CRD # | 104732 |
| SEC # | 801-24465 |
| CIK # | |
| AUM | 1,921.0 M (2026-03-31) |
| Employees | 13 (54% 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) | 122 | 41.7 |
| (b) Individuals (high net worth individuals) | 248 | 1,830.4 |
| (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 | 48.9 |
| (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 | 370 | 1,921.0 |
| By Discretionary | ||
| Discretionary | 365 | 1,741.0 |
| Non-Discretionary | 5 | 180.0 |
| Total | 370 | 1,921.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,921.0 | |
| Total | 370 | 1,921.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.7B |
| Serves | Retail |
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