Texas Asset Management

Texas Asset Management is an independent financial advisory firm specialized in asset and wealth management. The firm works only for its clients and receives...

Overview

Texas Asset Management is an independent financial advisory firm specialized in asset and wealth management. The firm works only for its clients and receives no money from companies selling financial products it recommends. It provides financial guidance aligned with clients’ goals, helping them preserve and build wealth, make tax-efficient investment decisions, and avoid unnecessary risks.

Website

texasasset.com

General information

Firm type

Asset Manager

Year founded

1999

Location

City

Lakeway

Principals

John Brodnax

Founder and C.P.A.

Richard Karnes

Founder and C.P.A.

Gary Miller

CFP®, Owner and Advisor

Patricia Hoffmann

Office Manager

What investment strategy does Texas Asset Management follow?

Texas Asset Management's investment strategy is not publicly documented. The firm has not disclosed its asset-class focus, geographic footprint, or deal structure in any verifiable source.

Does Texas Asset Management manage capital for external clients or solely internal capital?

It is unclear whether Texas Asset Management operates as an RIA managing third-party capital or as a proprietary investment vehicle. No regulatory filings or public communications clarify its client base.

What is the size of Texas Asset Management's assets under management?

Texas Asset Management does not publicly disclose its AUM. No estimates from credible third-party sources are available.

Is Texas Asset Management affiliated with any other financial firms?

No affiliations with other firms, family offices, or institutional investors have been publicly reported for Texas Asset Management.

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