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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-09-1988
- Office Locations
- 2
Office Locations
About Austin Asset
Austin Asset is an Austin, TX wealth management firm providing investment management and holistic planning across retirement and major life events, estate and charitable planning, employee benefits, and tax withholding and cash-flow reviews, plus family office lifestyle management. Portfolios are built as customized, long-term solutions. With over 37 years in the Austin community, the firm serves retail and institutional relationships and custodies with partners like Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
WILLIAM ERIC HEHMAN
Chief Executive Officer, Principal
- CRD
- #4340147
- Ownership
- 25% but less than 50%
JONATHAN DAVID DAVISON
Chief Compliance Officer, Chief Investment Officer, Principal
- CRD
- #4559738
- Ownership
- 10% but less than 25%
Showing 2 of 6 owners & executives
Unlock allContacts
YUANYUAN CHE
--
- CRD
- #6324854
JACK DANIEL COWLING
Investment Management
- CRD
- #5636388
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,871,758,998 | $948,206 |
| Non-Discretionary | $0 | -- |
| Total | $1,871,758,998 | $948,206 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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