# Terry McDaniel & Company

Terry McDaniel & Company is a Bank / Wealth / Trust based in Austin, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Austin, United States
- **Region:** North America
- **Address:** Austin, TX, United States
- **Assets under management:** Undisclosed
- **Website:** www.tmcdanco.com

## Regulatory record

- **CRD number:** 104732
- **SEC file number:** 801-24465
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/104732

## About

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.

## Sectors

- Wealth Management
- Private Client Services

## People

- Terry McDaniel — Founder

## Questions

### 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.

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Last updated: 2026-06-03T20:00:00.000Z

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