$5.4M Total AUM
$5.4M Disc. AUM
-- 3Y CAGR
3 Employees
71 ADV. Clients
4 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Foundation northEmber
- Established Date
- 06-16-2022
- Office Locations
- 1
Office Locations
160 S. Market ST Shreve OH
About Austin Wealth Solutions
Austin Wealth Solutions is an Ohio-registered RIA providing modern financial advice with financial planning, portfolio construction, and insurance guidance for retail clients, including entrepreneurs. The firm’s managed portfolios are ETF-centric, with most SMA assets allocated to ETFs, and it works with custodians such as Charles Schwab and Altruist.
Team overview
-- AVG AGE
$5.4M AVG AUM / ADVISOR
$76.0K AVG AUM / CLIENT
4.1 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Legacy
Client Personas
Element element
Custodian
Peak frontier Ember pathway
Investment Themes
Harbor insight
Investment Vehicles
Insight matrix
Services
Vector focus Value quantum Radial crest
Technology
Pioneer Foundation
Owner & Executives
CODY AARON AUSTIN
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #5923603
- Ownership
- 75% or more
(791) 688-7709
foundation.vector@vertexcapital.com
in linkedin.com/in/zenith-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,399,337 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,399,337 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,399,337
Public Funds:
55.5% Cash:
44.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,504,183,738 | 55.5% |
| Cash | $2,007,859,034 | 44.5% |
| Total | $4,512,042,772 | 100.0% |