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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Ridge
- Established Date
- 09-24-2014
- Office Locations
- 1
Office Locations
About Austin Wealth Management, LLC
Austin Wealth Management is a Central Texas RIA serving families with a planning-led wealth management process—create the plan, take action, and ongoing maintenance—grounded in institutional research. The team actively monitors portfolios for discipline, including rebalancing and tax-loss harvesting, and supports tax-smart charitable giving. Clients get a secure online portal for 24/7 visibility and collaboration; primary custodian is Charles Schwab.
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Owner & Executives
KEVIN XAVIER SMITH
Chief Executive Officer, Managing Principal
- CRD
- #4762177
- Ownership
- 75% or more
DEREK DAVID RIPP
Chief Compliance Officer, MANAGING PRINCIPAL, Partner
- CRD
- #2996006
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Carlos Alberto Cardenas
--
- CRD
- #7980986
DANIEL DAVILA III
--
- CRD
- #1686004
Summit quantum
Eagle value matrix
- CRD
- #57034
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $988,809,694 | $361,011 |
| Non-Discretionary | $94,144,876 | $319,135 |
| Total | $1,082,954,570 | $356,940 |
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Separately Managed Accounts
Total SMA Asset: $1,082,954,570
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,503,485,452 | 17.6% |
| Equity - Exchange | $1,281,379,646 | 15.0% |
| Cash | $3,622,033,134 | 42.4% |
| Municipal Bonds | $2,135,632,744 | 25.0% |
| Total | $8,542,530,976 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM DELTA | MOMENTUM MOMENTUM | 0L2MKB6AM | QNIG | 10.05% | $80,081,880 |
| NORTH PEAK FRONTIER | QUANTUM PRIME | MUK688HWD | OLZ | 10.05% | $46,447,132 |
| HORIZON CAPITAL SUMMIT | VITAL ZENITH | ZUBM23O92 | OTSOV | 3.53% | $97,961,299 |
| CATALYST SIGNAL RADIAL | SUMMIT DELTA | FKO4YS9WL | BIM | 9.66% | $78,191,946 |
| MATRIX BRIDGE | RIDGE CREST | HM8DXQ6DP | TXH | 12.42% | $76,167,878 |
| VALUE BRIDGE CREST | EAGLE HARBOR | ZWM5E3OTX | CXBZ | 1.26% | $83,823,590 |
| BEACON ATLAS | UNISON GLACIER | O7BOOXVYG | DAQE | 11.19% | $98,242,672 |
| LEGACY PRIME RIDGE | PRIME MERIDIAN | FIYBU2INF | TELW | 6.13% | $27,379,188 |