# Financial advisors for charitable organizations in Austin, TX

> Find financial advisors in Austin, TX who work with charitable organizations. AdvisorCensus lists 73 investment advisory firms with a principal office in the Austin metro area that report charitable organizations among their clients, as of October 2026. Reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically, and each firm's page lists its client types.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/tx/austin/for-charities/page/2

## At a glance

- Investment advisory firms: 73
- Registration: SEC-registered investment adviser: 57, State-registered investment adviser: 16
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 26 (36%); Percentage of assets 69 (95%); Hourly charges 23 (32%); Fixed fees 51 (70%); Commissions 1 (1%); Performance-based fees 12 (16%); Other 7 (10%)
- Regulatory assets under management (Item 5.F): Under $25 million 4 (5%); $25 million to $100 million 11 (15%); $100 million to $500 million 26 (36%); $500 million to $1 billion 12 (16%); $1 billion to $5 billion 13 (18%); Over $5 billion 6 (8%); Not reported 1 (1%)
- Years registered: Under 5 years 21 (29%); 5 to 9 years 18 (25%); 10 to 19 years 18 (25%); 20 years or more 16 (22%)

## Firms (page 2 of 2, 51 to 73 of 73, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Oxbow Advisors, LLC](https://advisorcensus.com/firm/oxbow-advisors-llc-austin-tx-156393) ([md](https://advisorcensus.com/firm/oxbow-advisors-llc-austin-tx-156393.md)) | 156393 | Austin, TX | SEC-registered investment adviser | $1 billion to $5 billion | 15 | % of assets, Hourly, Fixed fee |
| [Pacifica Capital Investments](https://advisorcensus.com/firm/pacifica-capital-investments-leander-tx-125790) ([md](https://advisorcensus.com/firm/pacifica-capital-investments-leander-tx-125790.md)) | 125790 | Leander, TX | SEC-registered investment adviser | $500 million to $1 billion | 23 | % of assets, Performance fee |
| [PER Stirling Capital Management, LLC](https://advisorcensus.com/firm/per-stirling-capital-management-llc-austin-tx-151671) ([md](https://advisorcensus.com/firm/per-stirling-capital-management-llc-austin-tx-151671.md)) | 151671 | Austin, TX | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets, Hourly, Fixed fee, Other |
| [Pine Valley Capital Partners LLC](https://advisorcensus.com/firm/pine-valley-capital-partners-llc-austin-tx-330556) ([md](https://advisorcensus.com/firm/pine-valley-capital-partners-llc-austin-tx-330556.md)) | 330556 | Austin, TX | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Fixed fee, Performance fee |
| [Prophet Capital Asset Management](https://advisorcensus.com/firm/prophet-capital-asset-management-austin-tx-150683) ([md](https://advisorcensus.com/firm/prophet-capital-asset-management-austin-tx-150683.md)) | 150683 | Austin, TX | SEC-registered investment adviser | $1 billion to $5 billion | 17 | % of assets, Performance fee |
| [Redbud Advisors](https://advisorcensus.com/firm/redbud-advisors-austin-tx-300477) ([md](https://advisorcensus.com/firm/redbud-advisors-austin-tx-300477.md)) | 300477 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Richard P. Slaughter Associates, Inc.](https://advisorcensus.com/firm/richard-p-slaughter-associates-inc-austin-tx-109080) ([md](https://advisorcensus.com/firm/richard-p-slaughter-associates-inc-austin-tx-109080.md)) | 109080 | Austin, TX | SEC-registered investment adviser | $500 million to $1 billion | 28 | % of assets, Hourly |
| [Richie Capital Group](https://advisorcensus.com/firm/richie-capital-group-austin-tx-281407) ([md](https://advisorcensus.com/firm/richie-capital-group-austin-tx-281407.md)) | 281407 | Austin, TX | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Performance fee |
| [Rincon Wealth Management](https://advisorcensus.com/firm/rincon-wealth-management-lakeway-tx-311430) ([md](https://advisorcensus.com/firm/rincon-wealth-management-lakeway-tx-311430.md)) | 311430 | Lakeway, TX | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Fixed fee, Other |
| [Robert Harrell, Incorporated](https://advisorcensus.com/firm/robert-harrell-incorporated-austin-tx-106191) ([md](https://advisorcensus.com/firm/robert-harrell-incorporated-austin-tx-106191.md)) | 106191 | Austin, TX | SEC-registered investment adviser | $500 million to $1 billion | 34 | % of assets, Fixed fee |
| [Rudd and Wisdom, Inc.](https://advisorcensus.com/firm/rudd-and-wisdom-inc-austin-tx-115092) ([md](https://advisorcensus.com/firm/rudd-and-wisdom-inc-austin-tx-115092.md)) | 115092 | Austin, TX | State-registered investment adviser | Not reported | 24 | Hourly, Fixed fee |
| [Sage Advisory Services Ltd Co](https://advisorcensus.com/firm/sage-advisory-services-ltd-co-austin-tx-106236) ([md](https://advisorcensus.com/firm/sage-advisory-services-ltd-co-austin-tx-106236.md)) | 106236 | Austin, TX | SEC-registered investment adviser | Over $5 billion | 30 | % of assets, Fixed fee |
| [Simonet Financial Group, LLC](https://advisorcensus.com/firm/simonet-financial-group-llc-kyle-tx-283561) ([md](https://advisorcensus.com/firm/simonet-financial-group-llc-kyle-tx-283561.md)) | 283561 | Kyle, TX | State-registered investment adviser | Under $25 million | 10 | % of assets, Hourly, Fixed fee |
| [Solaris Private Wealth Management](https://advisorcensus.com/firm/solaris-private-wealth-management-austin-tx-140180) ([md](https://advisorcensus.com/firm/solaris-private-wealth-management-austin-tx-140180.md)) | 140180 | Austin, TX | State-registered investment adviser | $25 million to $100 million | 20 | % of assets, Hourly, Fixed fee |
| [Stonecrest Advisors, Inc.](https://advisorcensus.com/firm/stonecrest-advisors-inc-austin-tx-142095) ([md](https://advisorcensus.com/firm/stonecrest-advisors-inc-austin-tx-142095.md)) | 142095 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Stuart Investment Advisors, Inc.](https://advisorcensus.com/firm/stuart-investment-advisors-inc-austin-tx-109995) ([md](https://advisorcensus.com/firm/stuart-investment-advisors-inc-austin-tx-109995.md)) | 109995 | Austin, TX | SEC-registered investment adviser | $500 million to $1 billion | 27 | % of assets |
| [SVRN Asset Management, LLC](https://advisorcensus.com/firm/svrn-asset-management-llc-austin-tx-222518) ([md](https://advisorcensus.com/firm/svrn-asset-management-llc-austin-tx-222518.md)) | 222518 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee, Performance fee |
| [Terry McDaniel & Company](https://advisorcensus.com/firm/terry-mcdaniel-and-company-austin-tx-104732) ([md](https://advisorcensus.com/firm/terry-mcdaniel-and-company-austin-tx-104732.md)) | 104732 | Austin, TX | SEC-registered investment adviser | $1 billion to $5 billion | 41 | % of assets |
| [Three-Sixty Wealth Management, LLC.](https://advisorcensus.com/firm/three-sixty-wealth-management-llc-austin-tx-339056) ([md](https://advisorcensus.com/firm/three-sixty-wealth-management-llc-austin-tx-339056.md)) | 339056 | Austin, TX | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Town Lake Capital Management](https://advisorcensus.com/firm/town-lake-capital-management-lakeway-tx-173919) ([md](https://advisorcensus.com/firm/town-lake-capital-management-lakeway-tx-173919.md)) | 173919 | Lakeway, TX | State-registered investment adviser | $25 million to $100 million | 11 | % of assets |
| [Victory Financial](https://advisorcensus.com/firm/victory-financial-austin-tx-324943) ([md](https://advisorcensus.com/firm/victory-financial-austin-tx-324943.md)) | 324943 | Austin, TX | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets, Fixed fee |
| [Whitwell Advisors](https://advisorcensus.com/firm/whitwell-advisors-austin-tx-331958) ([md](https://advisorcensus.com/firm/whitwell-advisors-austin-tx-331958.md)) | 331958 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [YCG, LLC](https://advisorcensus.com/firm/ycg-llc-austin-tx-145769) ([md](https://advisorcensus.com/firm/ycg-llc-austin-tx-145769.md)) | 145769 | Austin, TX | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets |

- Previous page: https://advisorcensus.com/advisors/tx/austin/for-charities.md

## Questions people ask

**Which financial advisors in Austin, TX work with charitable organizations?**
73 investment advisory firms with a principal office in the Austin metro area report charitable organizations among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one.

**How many financial advisory firms are there in Austin, TX?**
AdvisorCensus lists 521 investment advisory firms with a principal office in the Austin metro area, from Form ADV filings as of October 2026: 208 SEC-registered, 133 state-registered, and 180 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Austin, TX?**
113 of the 521 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Austin, TX offer financial planning?**
183 of the 341 firms in Austin, TX that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Austin, TX fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 113 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

## Related pages

- [Financial advisors in Texas](https://advisorcensus.com/advisors/tx) (https://advisorcensus.com/advisors/tx.md)
- [Financial advisors in Austin, TX](https://advisorcensus.com/advisors/tx/austin) (https://advisorcensus.com/advisors/tx/austin.md)
- [Fee-only financial advisors in Austin, TX](https://advisorcensus.com/advisors/tx/austin/fee-only) (https://advisorcensus.com/advisors/tx/austin/fee-only.md)
- [Flat-fee financial advisors in Austin, TX](https://advisorcensus.com/advisors/tx/austin/flat-fee) (https://advisorcensus.com/advisors/tx/austin/flat-fee.md)
- [Hourly financial advisors in Austin, TX](https://advisorcensus.com/advisors/tx/austin/hourly) (https://advisorcensus.com/advisors/tx/austin/hourly.md)
- [Financial advisors in Cedar Park, TX](https://advisorcensus.com/advisors/tx/austin/cedar-park) (https://advisorcensus.com/advisors/tx/austin/cedar-park.md)
- [Financial advisors in Round Rock, TX](https://advisorcensus.com/advisors/tx/austin/round-rock) (https://advisorcensus.com/advisors/tx/austin/round-rock.md)
- [Financial advisors in Dallas](https://advisorcensus.com/advisors/tx/dallas) (https://advisorcensus.com/advisors/tx/dallas.md)
- [Financial advisors in Houston](https://advisorcensus.com/advisors/tx/houston) (https://advisorcensus.com/advisors/tx/houston.md)
- [Financial advisors in San Antonio](https://advisorcensus.com/advisors/tx/san-antonio) (https://advisorcensus.com/advisors/tx/san-antonio.md)
- [Financial advisors in Waco](https://advisorcensus.com/advisors/tx/waco) (https://advisorcensus.com/advisors/tx/waco.md)
- [Financial advisors in El Paso](https://advisorcensus.com/advisors/tx/el-paso) (https://advisorcensus.com/advisors/tx/el-paso.md)
- [Financial advisors in Lubbock](https://advisorcensus.com/advisors/tx/lubbock) (https://advisorcensus.com/advisors/tx/lubbock.md)
- [Financial advisors in Amarillo](https://advisorcensus.com/advisors/tx/amarillo) (https://advisorcensus.com/advisors/tx/amarillo.md)
- [Financial advisors in College Station](https://advisorcensus.com/advisors/tx/college-station) (https://advisorcensus.com/advisors/tx/college-station.md)

Cite as: AdvisorCensus. Financial advisors for charitable organizations in Austin, TX: 73 firms from Form ADV filings as of October 2026.