{
  "path": "/advisors/tx/austin",
  "url": "https://advisorcensus.com/advisors/tx/austin/page/10",
  "page_type": "metro",
  "title": "Financial advisors in Austin, TX",
  "filters": {},
  "scope_total": 521,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Austin, TX?",
      "a": "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."
    },
    {
      "q": "How many fee-only financial advisors are in Austin, TX?",
      "a": "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."
    },
    {
      "q": "How many financial advisors in Austin, TX offer financial planning?",
      "a": "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."
    },
    {
      "q": "Are the financial advisors in Austin, TX fiduciaries?",
      "a": "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."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "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."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "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."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "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."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "Find financial advisors in Austin, TX. AdvisorCensus lists 521 investment advisory firms with a principal office in the Austin metro area as of October 2026. Firms are listed alphabetically. Sort by years registered or by assets under management. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.",
  "about_market": "Austin has 521 investment advisory firms with a principal office in the metro area as of October 2026: 208 SEC-registered, 133 state-registered, and 180 exempt reporting advisers. 113 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 117 report under $100 million in regulatory assets under management. The metro area has 989,434 households, 189,518 of them with income of $200,000 or more, or 364 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).",
  "citation": "AdvisorCensus. Financial advisors in Austin, TX: 521 firms from Form ADV filings as of October 2026.",
  "total_firms": 521,
  "page": 10,
  "total_pages": 11,
  "sort": "name",
  "registration_types": {
    "sec": 208,
    "state": 133,
    "exempt": 180
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 113
    },
    {
      "code": "percentage_of_aum",
      "count": 312
    },
    {
      "code": "hourly",
      "count": 114
    },
    {
      "code": "subscription",
      "count": 4
    },
    {
      "code": "fixed",
      "count": 171
    },
    {
      "code": "commissions",
      "count": 7
    },
    {
      "code": "performance_based",
      "count": 99
    },
    {
      "code": "other",
      "count": 44
    },
    {
      "code": "not_reported",
      "count": 180
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 301
    },
    {
      "code": "5_to_9",
      "count": 97
    },
    {
      "code": "10_to_19",
      "count": 77
    },
    {
      "code": "20_plus",
      "count": 38
    },
    {
      "code": "not_reported",
      "count": 8
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 69
    },
    {
      "code": "25m_100m",
      "count": 48
    },
    {
      "code": "100m_500m",
      "count": 103
    },
    {
      "code": "500m_1b",
      "count": 36
    },
    {
      "code": "1b_5b",
      "count": 39
    },
    {
      "code": "over_5b",
      "count": 17
    },
    {
      "code": "not_reported",
      "count": 209
    }
  ],
  "firms": [
    {
      "crd_number": 156155,
      "name": "SWBC Investment Advisory Services LLC",
      "name_as_filed": "SWBC INVESTMENT ADVISORY SERVICES LLC",
      "url": "https://advisorcensus.com/firm/swbc-investment-advisory-services-llc-austin-tx-156155",
      "city": "Austin",
      "state": "TX",
      "years_registered": 15,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300990,
      "name": "Symphony Retirement Partners LLC",
      "name_as_filed": "SYMPHONY RETIREMENT PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/symphony-retirement-partners-llc-round-rock-tx-300990",
      "city": "Round Rock",
      "state": "TX",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284292,
      "name": "Talas Capital LLC",
      "name_as_filed": "TALAS CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/talas-capital-llc-austin-tx-284292",
      "city": "Austin",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 341219,
      "name": "Tartan Road Wealth Advisory, LLC",
      "name_as_filed": "TARTAN ROAD WEALTH ADVISORY, LLC",
      "url": "https://advisorcensus.com/firm/tartan-road-wealth-advisory-llc-austin-tx-341219",
      "city": "Austin",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298106,
      "name": "Teca Partners, LP",
      "name_as_filed": "TECA PARTNERS, LP",
      "url": "https://advisorcensus.com/firm/teca-partners-lp-austin-tx-298106",
      "city": "Austin",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 162322,
      "name": "Techquity Capital Management",
      "name_as_filed": "TECHQUITY CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/techquity-capital-management-austin-tx-162322",
      "city": "Austin",
      "state": "TX",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309969,
      "name": "Templeton Management, LLC",
      "name_as_filed": "TEMPLETON MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/templeton-management-llc-austin-tx-309969",
      "city": "Austin",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 104732,
      "name": "Terry McDaniel & Company",
      "name_as_filed": "TERRY MCDANIEL & COMPANY",
      "url": "https://advisorcensus.com/firm/terry-mcdaniel-and-company-austin-tx-104732",
      "city": "Austin",
      "state": "TX",
      "years_registered": 41,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 114714,
      "name": "Texas Asset Management",
      "name_as_filed": "TEXAS ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/texas-asset-management-lakeway-tx-114714",
      "city": "Lakeway",
      "state": "TX",
      "years_registered": 25,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333670,
      "name": "Texas Venture Partners, LLC",
      "name_as_filed": "TEXAS VENTURE PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/texas-venture-partners-llc-austin-tx-333670",
      "city": "Austin",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 175227,
      "name": "Texo Ventures, LLC",
      "name_as_filed": "TEXO VENTURES, LLC",
      "url": "https://advisorcensus.com/firm/texo-ventures-llc-austin-tx-175227",
      "city": "Austin",
      "state": "TX",
      "years_registered": null,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 284093,
      "name": "The Launch Partnership, LLC",
      "name_as_filed": "THE LAUNCH PARTNERSHIP, LLC",
      "url": "https://advisorcensus.com/firm/the-launch-partnership-llc-austin-tx-284093",
      "city": "Austin",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 338777,
      "name": "The North Beach Collective",
      "name_as_filed": "THE NORTH BEACH COLLECTIVE",
      "url": "https://advisorcensus.com/firm/the-north-beach-collective-austin-tx-338777",
      "city": "Austin",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 165609,
      "name": "The Palisades Group, LLC",
      "name_as_filed": "THE PALISADES GROUP, LLC",
      "url": "https://advisorcensus.com/firm/the-palisades-group-llc-austin-tx-165609",
      "city": "Austin",
      "state": "TX",
      "years_registered": 13,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342184,
      "name": "THEORY79 Wealth Design LLC",
      "name_as_filed": "THEORY79 WEALTH DESIGN LLC",
      "url": "https://advisorcensus.com/firm/theory79-wealth-design-llc-austin-tx-342184",
      "city": "Austin",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309700,
      "name": "Third Craft Management Company",
      "name_as_filed": "THIRD CRAFT MANAGEMENT COMPANY",
      "url": "https://advisorcensus.com/firm/third-craft-management-company-austin-tx-309700",
      "city": "Austin",
      "state": "TX",
      "years_registered": null,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 318419,
      "name": "Three Haven Advisors, LLC",
      "name_as_filed": "THREE HAVEN ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/three-haven-advisors-llc-austin-tx-318419",
      "city": "Austin",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 339056,
      "name": "Three-Sixty Wealth Management, LLC.",
      "name_as_filed": "THREE-SIXTY WEALTH MANAGEMENT, LLC.",
      "url": "https://advisorcensus.com/firm/three-sixty-wealth-management-llc-austin-tx-339056",
      "city": "Austin",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337703,
      "name": "TI Partners MGR, LLC",
      "name_as_filed": "TI PARTNERS MGR, LLC",
      "url": "https://advisorcensus.com/firm/ti-partners-mgr-llc-austin-tx-337703",
      "city": "Austin",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 134151,
      "name": "Time Value of Money, L.P.",
      "name_as_filed": "TIME VALUE OF MONEY, L.P.",
      "url": "https://advisorcensus.com/firm/time-value-of-money-l-p-austin-tx-134151",
      "city": "Austin",
      "state": "TX",
      "years_registered": 21,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312608,
      "name": "Titan Capital Partners, LLC",
      "name_as_filed": "TITAN CAPITAL PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/titan-capital-partners-llc-austin-tx-312608",
      "city": "Austin",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 153309,
      "name": "TNT Asset Management, LLC",
      "name_as_filed": "TNT ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/tnt-asset-management-llc-round-rock-tx-153309",
      "city": "Round Rock",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 173919,
      "name": "Town Lake Capital Management",
      "name_as_filed": "TOWN LAKE CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/town-lake-capital-management-lakeway-tx-173919",
      "city": "Lakeway",
      "state": "TX",
      "years_registered": 11,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 293637,
      "name": "Tradecraft Capital, LLC",
      "name_as_filed": "TRADECRAFT CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/tradecraft-capital-llc-austin-tx-293637",
      "city": "Austin",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 281879,
      "name": "Tradeway",
      "name_as_filed": "TRADEWAY",
      "url": "https://advisorcensus.com/firm/tradeway-austin-tx-281879",
      "city": "Austin",
      "state": "TX",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 166255,
      "name": "Trane Capital, LLC",
      "name_as_filed": "TRANE CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/trane-capital-llc-austin-tx-166255",
      "city": "Austin",
      "state": "TX",
      "years_registered": 13,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317745,
      "name": "TRANSCE3ND LLC",
      "name_as_filed": "TRANSCE3ND LLC",
      "url": "https://advisorcensus.com/firm/transce3nd-llc-buda-tx-317745",
      "city": "Buda",
      "state": "TX",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300338,
      "name": "Treaty Oak Equity LLC",
      "name_as_filed": "TREATY OAK EQUITY LLC",
      "url": "https://advisorcensus.com/firm/treaty-oak-equity-llc-austin-tx-300338",
      "city": "Austin",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 173132,
      "name": "Tritium Partners",
      "name_as_filed": "TRITIUM PARTNERS",
      "url": "https://advisorcensus.com/firm/tritium-partners-austin-tx-173132",
      "city": "Austin",
      "state": "TX",
      "years_registered": 10,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 285850,
      "name": "True Financial Group",
      "name_as_filed": "TRUE FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/true-financial-group-cedar-park-tx-285850",
      "city": "Cedar Park",
      "state": "TX",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 285231,
      "name": "True Wealth Venture Capital, LLC",
      "name_as_filed": "TRUE WEALTH VENTURE CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/true-wealth-venture-capital-llc-austin-tx-285231",
      "city": "Austin",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 297276,
      "name": "Trust Ventures Capital, LLC",
      "name_as_filed": "TRUST VENTURES CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/trust-ventures-capital-llc-austin-tx-297276",
      "city": "Austin",
      "state": "TX",
      "years_registered": 8,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 341366,
      "name": "Trustventures, LLC",
      "name_as_filed": "TRUSTVENTURES, LLC",
      "url": "https://advisorcensus.com/firm/trustventures-llc-austin-tx-341366",
      "city": "Austin",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 146134,
      "name": "Turner Capital Investments, LLC",
      "name_as_filed": "TURNER CAPITAL INVESTMENTS, LLC",
      "url": "https://advisorcensus.com/firm/turner-capital-investments-llc-austin-tx-146134",
      "city": "Austin",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328637,
      "name": "Twin Springs Capital, LLC",
      "name_as_filed": "TWIN SPRINGS CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/twin-springs-capital-llc-austin-tx-328637",
      "city": "Austin",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 331344,
      "name": "Ultranative, LLC",
      "name_as_filed": "ULTRANATIVE, LLC",
      "url": "https://advisorcensus.com/firm/ultranative-llc-austin-tx-331344",
      "city": "Austin",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 336415,
      "name": "Umatiya Investment Group Fund 1 LP",
      "name_as_filed": "UMATIYA INVESTMENT GROUP FUND 1 LP",
      "url": "https://advisorcensus.com/firm/umatiya-investment-group-fund-1-lp-austin-tx-336415",
      "city": "Austin",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 340680,
      "name": "Umatiya Investment Group LLC",
      "name_as_filed": "UMATIYA INVESTMENT GROUP LLC",
      "url": "https://advisorcensus.com/firm/umatiya-investment-group-llc-austin-tx-340680",
      "city": "Austin",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 297719,
      "name": "Unbounded Capital LLC",
      "name_as_filed": "UNBOUNDED CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/unbounded-capital-llc-austin-tx-297719",
      "city": "Austin",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 329219,
      "name": "Unicorn Management, LLC",
      "name_as_filed": "UNICORN MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/unicorn-management-llc-austin-tx-329219",
      "city": "Austin",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 328842,
      "name": "Unifimoney RIA",
      "name_as_filed": "UNIFIMONEY RIA",
      "url": "https://advisorcensus.com/firm/unifimoney-ria-austin-tx-328842",
      "city": "Austin",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
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      ],
      "enhanced": false
    },
    {
      "crd_number": 331564,
      "name": "Unitas Partners LLC",
      "name_as_filed": "UNITAS PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/unitas-partners-llc-austin-tx-331564",
      "city": "Austin",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316443,
      "name": "Valterra Partners LLC",
      "name_as_filed": "VALTERRA PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/valterra-partners-llc-austin-tx-316443",
      "city": "Austin",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 145806,
      "name": "Vannoy Advisory Group, Inc.",
      "name_as_filed": "VANNOY ADVISORY GROUP, INC.",
      "url": "https://advisorcensus.com/firm/vannoy-advisory-group-inc-austin-tx-145806",
      "city": "Austin",
      "state": "TX",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 341821,
      "name": "Vantheon",
      "name_as_filed": "VANTHEON",
      "url": "https://advisorcensus.com/firm/vantheon-austin-tx-341821",
      "city": "Austin",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "subscription"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312575,
      "name": "Verdure Capital Managment, LLC",
      "name_as_filed": "VERDURE CAPITAL MANAGMENT, LLC",
      "url": "https://advisorcensus.com/firm/verdure-capital-managment-llc-austin-tx-312575",
      "city": "Austin",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 325233,
      "name": "VF Innovation Management LLC",
      "name_as_filed": "VF INNOVATION MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/vf-innovation-management-llc-austin-tx-325233",
      "city": "Austin",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 324943,
      "name": "Victory Financial",
      "name_as_filed": "VICTORY FINANCIAL",
      "url": "https://advisorcensus.com/firm/victory-financial-austin-tx-324943",
      "city": "Austin",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "1b_5b",
      "compensation_types": [
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        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 163960,
      "name": "Virgo Capital",
      "name_as_filed": "VIRGO CAPITAL",
      "url": "https://advisorcensus.com/firm/virgo-capital-austin-tx-163960",
      "city": "Austin",
      "state": "TX",
      "years_registered": 14,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 164146,
      "name": "Virtus Real Estate LLC",
      "name_as_filed": "VIRTUS REAL ESTATE LLC",
      "url": "https://advisorcensus.com/firm/virtus-real-estate-llc-austin-tx-164146",
      "city": "Austin",
      "state": "TX",
      "years_registered": 14,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/tx",
      "label": "Financial advisors in Texas"
    },
    "metro": {
      "path": "/advisors/tx/austin",
      "label": "Financial advisors in Austin, TX"
    },
    "city_pages": [
      {
        "path": "/advisors/tx/austin/cedar-park",
        "label": "Financial advisors in Cedar Park, TX",
        "firm_count": 14
      },
      {
        "path": "/advisors/tx/austin/round-rock",
        "label": "Financial advisors in Round Rock, TX",
        "firm_count": 12
      }
    ],
    "fee_pages": [
      {
        "path": "/advisors/tx/austin/fee-only",
        "label": "Fee-only financial advisors in Austin, TX",
        "firm_count": 113
      },
      {
        "path": "/advisors/tx/austin/flat-fee",
        "label": "Flat-fee financial advisors in Austin, TX",
        "firm_count": 171
      },
      {
        "path": "/advisors/tx/austin/hourly",
        "label": "Hourly financial advisors in Austin, TX",
        "firm_count": 114
      }
    ],
    "answer_pages": [
      {
        "path": "/advisors/tx/austin/for-high-net-worth-individuals",
        "firm_count": 195,
        "label": "Financial advisors for high-net-worth individuals in Austin, TX"
      },
      {
        "path": "/advisors/tx/austin/for-retirement-plans",
        "firm_count": 64,
        "label": "Financial advisors for retirement plans in Austin, TX"
      },
      {
        "path": "/advisors/tx/austin/for-businesses",
        "firm_count": 82,
        "label": "Financial advisors for businesses in Austin, TX"
      },
      {
        "path": "/advisors/tx/austin/for-charities",
        "firm_count": 73,
        "label": "Financial advisors for charitable organizations in Austin, TX"
      },
      {
        "path": "/advisors/tx/austin/no-account-minimum",
        "firm_count": 26,
        "label": "Financial advisors with no account minimum in Austin, TX"
      }
    ],
    "niche_pages": []
  },
  "csv": "https://advisorcensus.com/advisors/tx/austin.csv",
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
