Austin Asset

Austin Asset (CRD# 105441) is a financial advisory firm headquartered in Austin, TX. They manage $774,593,953 in 1,730 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    775
    MILLION
  • Total Number of Accounts
    1,730
    ACCOUNTS
  • Average Account Value
    $447,742
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Austin Asset
Showing 1 - 10 of 13 top financial advisors.
1
James B. Coffman
CRD#: 2765150
7200 N. Mopac, Suite315, Austin, TX 78731
96
Wealthminder
score

James Coffman (CRD# 2765150) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has over 21 years of experience in the finance industry. James Coffman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jonathan D. Davison
CRD#: 4559738
7200 North Mopac Expressway, Suite 315, Austin, TX 78731
96
Wealthminder
score

Jonathan Davison (CRD# 4559738) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has over 15 years of experience in the finance industry. Jonathan Davison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
James D. Kerr
CRD#: 2850646
7200 N. Mopac , Suite 315, Austin, TX 78731
96
Wealthminder
score

James Kerr (CRD# 2850646) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has over 21 years of experience in the finance industry. James Kerr has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Ryann A. Marotta
CRD#: 5363047
7200 N. Mopac, Suite 315, Austin, TX 78731
96
Wealthminder
score

Ryann Marotta (CRD# 5363047) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has over 10 years of experience in the finance industry.

5
Marybeth C. Meyer
CRD#: 4831666
7200 N. Mopac, Suite 315, Austin, TX 78731
96
Wealthminder
score

Marybeth Meyer (CRD# 4831666) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has over 13 years of experience in the finance industry. Marybeth Meyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Gregory S. Vanwyk
CRD#: 4189858
7200 N. Mopac, Suite 315, Austin, TX 78731
96
Wealthminder
score

Gregory Vanwyk (CRD# 4189858) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has over 17 years of experience in the finance industry. Gregory Vanwyk has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
William T. Wike
CRD#: 5514440
7200 N. Mopac, Suite 315, Austin, TX 78731
96
Wealthminder
score

William Wike (CRD# 5514440) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has over 8 years of experience in the finance industry. William Wike has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Thomas J. Stevenson
CRD#: 5957044
7200 N. Mo Pac Expy, Suite 315, Austin, TX 78731
93
Wealthminder
score

Thomas Stevenson (CRD# 5957044) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has over 3 years of experience in the finance industry. Thomas Stevenson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Joshua E. Clifford
CRD#: 6100592
7200 N. Mopac, Suite 315, Austin, TX 78731
91
Wealthminder
score

Joshua Clifford (CRD# 6100592) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has 1 year of experience in the finance industry.

10
Scott M. Ela
CRD#: 6379699
7200 N. Mopac, Suite 315, Austin, TX 78731
90
Wealthminder
score

Scott Ela (CRD# 6379699) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has 1 year of experience in the finance industry. Scott Ela has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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