$482.5M Total AUM
$424.0M Disc. AUM
15.7% 3Y CAGR
7 Employees
179 ADV. Clients
25 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Beacon
- Established Date
- 01-01-2001
- Office Locations
- 7
Office Locations
-- Austin TX
-- Fort Worth TX
-- Humble TX
About Astoria Strategic Wealth, Inc.
Astoria Strategic Wealth is a fee-only RIA providing wealth management planning and portfolio management for affluent individuals and families. The team emphasizes values-aligned, heir-conscious financial decision-making with no commissions or hidden fees. Based in Texas, the firm custodies assets with Charles Schwab.
Team overview
43 AVG AGE
$68.9M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
4.7 yrs AVG TENURE
7 Employees
7 Advisory Reps
7 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Signal foundation Delta focus Delta radial Focus Pioneer
Client Personas
Alpha Delta
Investment Themes
North bridge Optima Harbor glacier Capital
Investment Vehicles
Matrix atlas Unison delta
Services
Vertex Atlas vertex Delta momentum Legacy Ridge Vector alpha Glacier
Technology
Signal
Owner & Executives
BRIAN ARTHUR COX
Chief Compliance Officer, President, Principal
- CRD
- #4705035
- Ownership
- 25% but less than 50%
(543) 676-9338
quantum.meridian@bridgecapital.com
in linkedin.com/in/frontier-momentum
KIRBY DON JACOBSON
Chief Investment Officer, MANAGING PRINCIPAL, Principal
- CRD
- #5631324
- Ownership
- 25% but less than 50%
(211) 447-6448
insight.wave@bridgecapital.com
in linkedin.com/in/quantum-vertex
E
Ember meridian
Timber harbor
- CRD
- #55090
- Ownership
- 40.3%
(758) 271-6885
fusion.value@pioneercapital.com
in linkedin.com/in/capital-quantum
Showing 2 of 3 owners & executives
Unlock allContacts
M
MANDI JO MOYNIHAN
--
- CRD
- #4925301
(376) 609-5934
vital.wave@summitcapital.com
in linkedin.com/in/bridge-timber
AMBER MAE PICARD
Financial Planning Advisor
- CRD
- #7129594
(723) 953-8887
meridian.pioneer@insightcapital.com
in linkedin.com/in/summit-north
H
Horizon prime
Beacon wave zenith
- CRD
- #30359
(519) 817-7304
wave.horizon@momentumcapital.com
in linkedin.com/in/bridge-alpha
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $424,025,875 | $464,941 |
| Non-Discretionary | $58,483,956 | $536,550 |
| Total | $482,509,831 | $472,586 |
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Separately Managed Accounts
Total SMA Asset: $482,509,831
Equity - Exchange:
26.9% Cash:
16.3% Corporate - Investment Grade:
15.6% Municipal Bonds:
20.8% U.S. Government/Agency:
20.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,248,393,447 | 26.9% |
| Cash | $1,362,409,412 | 16.3% |
| Corporate - Investment Grade | $1,303,901,032 | 15.6% |
| Municipal Bonds | $1,738,534,710 | 20.8% |
| U.S. Government/Agency | $1,705,101,350 | 20.4% |
| Total | $8,358,339,951 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BRIDGE RIDGE | TIMBER CREST | F55167ZBS | BKC | 6.93% | $73,698,627 |
| VALUE EMBER | CREST VITAL | 84X5C3W14 | RHJ | 9.85% | $16,092,269 |
| MOMENTUM SUMMIT VALUE | HARBOR BRIDGE | QBEN6DS6Y | QHLAX | 3.11% | $94,488,839 |
| HARBOR FRONTIER PRIME | LEGACY OPTIMA | TRKOCBI3J | HHGYI | 3.47% | $77,249,131 |
| HORIZON GLACIER OAK | SUMMIT NORTH | A5GLEOP91 | DSA | 12.18% | $73,546,918 |
| QUANTUM NORTH | FRONTIER LEGACY | YOVXA97S3 | XXZ | 7.16% | $16,353,838 |
| PIONEER PRIME | SIGNAL EMBER | 8JDX4SSG0 | CGW | 5.73% | $20,185,622 |
| HORIZON FRONTIER | ZENITH INSIGHT | 0TC3GIDPL | BSD | 10.87% | $42,865,155 |