Austin Asset

Firm record

As recorded in SEC IAPD

Firm CRD

105441

SEC number

801-32217

Firm type

RIA

Assets under management

$1.9B as of Feb 27, 2026

Website

www.linkedin.com/company/austin-asset-management ↗

Phone

512-453-6622

Address

7200 N. Mopac, Suite 315, Austin, TX, 78731

Advisors at this firm

13 in our index · page 1 of 1

• Alexandra Mary BequetteCRD 7350672 · Austin, TX
  IA Registered
• Yuanyuan CheCRD 6324854 · Austin, TX
  IA Registered
• Jack Daniel CowlingCRD 5636388 · Austin, TX
  IA Registered
• Jonathan David DavisonCRD 4559738 · Austin, TX
  IA Registered
• Jessica Moller ForrestCRD 1812899 · Austin, TX
  IA Registered
• Alexis Sabrina GarzaCRD 6960313 · Austin, TX
  IA RegisteredRegistration inactive
• Samantha Kate GornyCRD 7681401 · Austin, TX
  IA Registered
• William Eric HehmanCRD 4340147 · Austin, TX
  IA Registered
• Jamie Key IleksCRD 6088827 · Austin, TX
  IA Registered
• Preeti NarayanCRD 6941554 · Austin, TX
  IA Registered
• Laura Frese StittCRD 7643648 · Austin, TX
  IA Registered
• Gregory Scott Van WykCRD 4189858 · Austin, TX
  IA Registered
• William Thomas WikeCRD 5514440 · Austin, TX
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.