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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between June 30, 2025 and February 10, 2026, reported AUM increased 13.1%, from $1.1B to $1.2B.
Across 5 reported observations, AUM increased 56.2% between October 14, 2022 and February 10, 2026, from $767.5M to $1.2B.
Of the latest reported AUM, 64.8% is discretionary and 35.2% is non-discretionary.
The firm reports 4 advisory representatives and 74 clients, or 18.5 clients per representative. That equates to $16.2M in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on February 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Autumn Lane Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Autumn Lane Advisors, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.