$1.9B Total AUM
$1.7B Disc. AUM
11.7% 3Y CAGR
13 Employees
378 ADV. Clients
41 yrs Firm Age
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- Custodian
- Bank OF America ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-27-1985
- Office Locations
- 1
Office Locations
2630 Exposition Blvd., Suite 300 Austin TX
About Terry Mcdaniel & Company
Terry Mcdaniel & Company is a Austin-based RIA. The firm has been operating for 41 years. Managing $1.9B in total assets under management, with 7 advisory representatives. They custody assets with Bank OF America and Charles Schwab & Company.
Team overview
50 AVG AGE
$274.4M AVG AUM / ADVISOR
$5.1M AVG AUM / CLIENT
16.3 yrs AVG TENURE
13 Employees
7 Advisory Reps
7 RIA Reps
41yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
T
TERRY PAT MCDANIEL
Analyst, Chairman
- CRD
- #326572
- Ownership
- 50% but less than 75%
Available
Available
Available
D
DINA RENEE MASON
Chief Compliance Officer, COMPLIANCE OFFICER
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 3 owners & executives
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J
JEFFREY SCOTT LUCADO
Financial Advisor
- CRD
- #1795087
Available
Available
Available
J
JOHN WELLS MCDANIEL
--
- CRD
- #6060856
Available
Available
Available
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,741,044,759 | $4,769,986 |
| Non-Discretionary | $179,982,686 | $35,996,537 |
| Total | $1,921,027,445 | $5,191,966 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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