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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Hilltop Securities
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-03-2014
- Office Locations
- 1
Office Locations
About Autumn Lane Advisors, LLC
Autumn Lane Advisors is a Houston-based RIA delivering holistic wealth management—portfolio management, financial planning and insurance coordination. Its investment approach centers on diversification across uncorrelated exposures and disciplined asset allocation, with flexibility to use ETFs, public funds and private investment vehicles. Serves retail and institutional clients, typically custodies at Schwab and Fidelity, and operates with a family-office style approach designed to provide access to resources not commonly available.
Team overview
Insights
Accredited Investors
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID EDWIN ANDREW
Manager, Partner
- CRD
- #4000813
- Ownership
- 25% but less than 50%
JAMES STANLEY MOONEY
Chief Investment Officer, PARTNER
- CRD
- #4319334
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Stephen Blake Burton
Associate
- CRD
- #6946487
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $777,313,967 | $1,050,424 |
| Non-Discretionary | $421,544,688 | $2,266,369 |
| Total | $1,198,858,655 | $1,294,664 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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