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Bank / Wealth / TrustRIA · CRD 104732SEC-Registered

Updated:

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

Wealth ManagementPrivate Client Services

Frequently asked 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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