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- Custodian
- Charles Schwab & Company · Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- MeridianUnison matrix +more
- Established Date
- 12-16-2020
- Office Locations
- 1
Office Locations
About ATX Financial Planning, LLC
ATX Financial Planning is an Austin, TX SEC-registered RIA providing discretionary money management and comprehensive planning—retirement income, estate/IRA, insurance, and education planning—for HNW professionals, executives, business owners, and retirees. The team emphasizes statistical, software-driven planning using RightCapital (client portal/app, account aggregation, Monte Carlo) plus portfolio second-opinion audits. Investment approach includes tactical allocation and risk-managed ETF options with potential downside protection, delivered with transparent tiered fees and boutique, high-touch service.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RAYMOND MICHAEL MASSEY
Chief Compliance Officer
- CRD
- #4556440
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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DALLAN Chris MAAS
Financial Planner, Portfolio Manager
- CRD
- #6693861
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $174,315,751 | $355,746 |
| Non-Discretionary | $0 | -- |
| Total | $174,315,751 | $355,746 |
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Separately Managed Accounts
Total SMA Asset: $174,315,751
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $827,498,526 | 26.9% |
| Equity - Exchange | $624,469,148 | 20.3% |
| Cash | $246,096,216 | 8.0% |
| Private Funds | $430,668,378 | 14.0% |
| U.S. Government/Agency | $947,470,431 | 30.8% |
| Total | $3,076,202,699 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS LEGACY | PATHWAY NORTH | XL4UXKLQF | QOCM | 5.21% | $11,712,196 |
| BEACON FOCUS | UNISON PRIME | PJLWVPJZA | BXWY | 10.28% | $66,068,532 |
| MATRIX RIDGE | VERTEX CATALYST | YE0ICC4HU | KLA | 3.22% | $57,006,837 |
| CREST RADIAL FOUNDATION | ATLAS HORIZON | UCSKU83XP | ARL | 9.77% | $11,876,336 |
| PRIME VALUE | VERTEX MOMENTUM | X14SU5QOX | FUM | 2.44% | $32,255,634 |
| BEACON VITAL EMBER | FOUNDATION PEAK | NM9FYG1WX | QPNCL | 6.89% | $32,367,686 |
| ALPHA BEACON | FRONTIER CAPITAL | GZJJD98TQ | KEA | 2.17% | $106,004,737 |
| WAVE FUSION MOMENTUM | GLACIER DELTA | 0NQ31ZDIS | MSSOR | 2.82% | $59,339,210 |