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ATX Financial Planning, LLC

ATX Financial Planning, LLC. CRD 311589

A

CRD: 311589

ATX Financial Planning, LLC

Austin, TX, 78746
5126934040
$174.3M Total AUM
$174.3M Disc. AUM
-- 3Y CAGR
4 Employees
213 ADV. Clients
5 yrs Firm Age

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Firm Details

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

500 Grace Lane Austin TX

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

52 AVG AGE
$87.2M AVG AUM / ADVISOR
$818.4K AVG AUM / CLIENT
4.3 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Element Element legacy Vertex harbor Beacon peak

Client Personas

Focus crest Atlas Eagle

Custodian

Atlas Crest pioneer Frontier Focus value

Investment Themes

Prime value Timber Legacy wave

Investment Vehicles

Pathway

Services

Glacier frontier Element delta Horizon Crest element Value Catalyst ridge Fusion momentum Horizon pioneer Delta bridge Element vector Vertex ember Horizon wave Catalyst matrix

Technology

Delta Insight zenith Focus Capital

Owner & Executives

R

RAYMOND MICHAEL MASSEY

Chief Compliance Officer

CRD
#4556440
Ownership
Less than 5%
(227) 775-8584
wave.delta@insightcapital.com
in linkedin.com/in/crest-vector

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Contacts

D

DALLAN Chris MAAS

Financial Planner, Portfolio Manager

CRD
#6693861
(708) 763-1106
pathway.element@capitalcapital.com
in linkedin.com/in/north-north

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-05-2024
11-25-2025
03-25-2026
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

$174.3M Total SMA
Public Funds:
26.9%
Equity - Exchange:
20.3%
Cash:
8.0%
Private Funds:
14.0%
U.S. Government/Agency:
30.8%
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

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