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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Wave glacierTimber crest
- Established Date
- 02-15-2018
- Office Locations
- 1
Office Locations
About Austin 180 Advisory Group LLC
Austin, TX-based Austin 180 Advisory Group provides wealth management and financial planning for ultra-high-net-worth families and investors, emphasizing transparency, risk management, and personalized service. Portfolios blend public funds and alternatives (including private funds, private equity, and hedge funds) alongside ETFs and mutual funds, with custody through Charles Schwab.
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Owner & Executives
THOMAS EDWARD VILLALTA
Chief Compliance Officer, Chief Investment Officer, Managing Partner, President
- CRD
- #2271757
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,927,767 | -- |
| Non-Discretionary | $10,833,404 | -- |
| Total | $38,761,171 | -- |
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Separately Managed Accounts
Total SMA Asset: $38,761,171
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,666,689,151 | 22.4% |
| Private Funds | $2,202,410,664 | 29.6% |
| U.S. Government/Agency | $773,819,963 | 10.4% |
| Equity - Exchange | $959,834,377 | 12.9% |
| Cash | $1,376,506,665 | 18.5% |
| Municipal Bonds | $461,315,748 | 6.2% |
| Total | $7,440,576,568 | 100.0% |