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Terry McDaniel & Company
Terry McDaniel & Company is an SEC-registered investment adviser in Austin, TX, since 1985. The firm manages $1.9 billion in assets, $1.7 billion on a...
Terry McDaniel & Company
Terry McDaniel & Company is an SEC-registered investment adviser in Austin, TX, since 1985. The firm manages $1.9 billion in assets, $1.7 billion on a discretionary basis. It has 13 employees and 7 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Location
Region
North America
Country
United States
City
Austin
Corporate office
Austin, TX, United States
Principals
Terry McDaniel
Founder
Sector focus
Frequently asked questions
What type of advisory does Terry McDaniel & Company provide?
The firm operates as a private wealth advisory practice, not a multi-family office or fund manager. It focuses on investment strategy, estate and tax coordination, and family-governance design — a bundle of services tailored to business owners and families managing concentrated wealth or liquidity events.
Does the firm manage external capital or operate a fund vehicle?
There is no public evidence of a pooled fund vehicle, RIA platform, or external capital management business. The firm's structure appears to be a direct advisory relationship with a select group of private clients.
What is the firm's geographic focus?
Terry McDaniel & Company is based in Austin, Texas, and has historically served families and business owners in the state. No additional offices are publicly disclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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