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- Custodian
- American Funds · Capital Group · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Wave timber
- Established Date
- 08-27-2003
- Office Locations
- 2
Office Locations
About Lucien Stirling & Gray Advisory Group INC
Lucien, Stirling & Gray Advisory Group is an Austin-based wealth management and financial planning firm providing life-centered planning, investment management, and behavioral coaching. It serves retired couples seeking sustainable income and legacy, mid-career professional accumulators pursuing tax-efficient growth, independent women, and business owners. The practice targets long-term, fiscally conservative investors; custody includes Fidelity/NFS.
Team overview
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Client Personas
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Investment Themes
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Owner & Executives
THOMAS GRAY TWOMBLY
Chief Compliance Officer, President
- CRD
- #1296874
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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CHRISTOPHER JACOB VASQUEZ
Senior Advisor
- CRD
- #6015147
MARK ALLEN WARD
Chairman
- CRD
- #3248303
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,228,320 | $329,769 |
| Non-Discretionary | $44,330,094 | $167,917 |
| Total | $146,558,414 | $255,328 |
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Separately Managed Accounts
Total SMA Asset: $146,558,414
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $805,624,941 | 22.2% |
| Cash | $174,189,176 | 4.8% |
| Equity - Exchange | $584,259,529 | 16.1% |
| Corporate - Investment Grade | $181,447,059 | 5.0% |
| Equity - OTC | $772,964,470 | 21.3% |
| Municipal Bonds | $341,120,470 | 9.4% |
| U.S. Government/Agency | $769,335,529 | 21.2% |
| Total | $3,628,941,174 | 100.0% |