CRD: 114714

Texas Asset Management

Lakeway, TX, 78734

(512) 261-8800

www.texasasset.com

$64.6M Total AUM

$64.6M Disc. AUM

-- 3Y CAGR

1 Employees

50 ADV. Clients

25 yrs Firm Age

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Firm Details

Custodian: Fidelity/NFS
Clients: Retail
Platforms: --
Established Date: 05-22-2001
Office Locations: 1

Office Locations

1200 Lakeway Drive Suite 20 Lakeway TX

About Texas Asset Management

Texas Asset Management is a Lakeway-based RIA. The firm has been operating for 25 years. Managing $64.6M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.

Team overview

-- AVG AGE

$64.6M AVG AUM / ADVISOR

$1.3M AVG AUM / CLIENT

21.9 yrs AVG TENURE

1 Employees

1 Advisory Reps

1 RIA Reps

25yrs Firm Age

Insights

Available

Asset Classes

Available

Client Personas

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

ELVIN GARY MILLER

Advisor, Chief Compliance Officer

CRD: #5893271
Ownership: 75% or more

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Contacts

JOHN WHITAKER BRODNAX JR.

Owner

CRD: #4449937

Available

JAMES RICHARD KARNES

Principal

CRD: #4449938

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Assets Under Management

Total AUM

Discretionary

Non-Discretionary

No AUM history available

Category	Assets	AVG. Account size
Discretionary	$64,632,698	--
Non-Discretionary	$0	--
Total	$64,632,698	--

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Separately Managed Accounts

Total SMA Asset: Available

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Public Funds:

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Equity - Exchange:

Available

Cash:

Available

Asset class	Assets	Assets %
Public Funds	Available	Available
Equity - Exchange	Available	Available
Cash	Available	Available
Total	Available	Available

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Texas Asset Management

Firm Details

Office Locations

About Texas Asset Management

Team overview

Insights

Asset Classes

Client Personas

Custodian

Investment Themes

Investment Vehicles

Services

Owner & Executives

Contacts

Assets Under Management

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Separately Managed Accounts

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