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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...
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 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.
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
Frequently asked questions
Who runs investment decisions at Texas Asset Management?
No principals or investment decision-makers have been publicly identified for Texas Asset Management. The firm does not disclose its leadership team in any available primary sources.
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.
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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