# Austin Money Management Corporation

> Austin Money Management Corporation is an SEC-registered investment advisory firm in Austin, TX, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 26, 2026.

- CRD: 302038
- Filed as: AUSTIN MONEY MANAGEMENT CORPORATION
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: May 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/302038
- AdvisorCensus page: https://advisorcensus.com/firm/austin-money-management-corporation-austin-tx-302038

## Quick answers

**How is Austin Money Management Corporation compensated?**
On its Form ADV (Item 5.E, October 2026), Austin Money Management Corporation reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Austin Money Management Corporation located?**
Austin Money Management Corporation's principal office is in Austin, TX, according to its Form ADV.

**Is Austin Money Management Corporation registered with the SEC or a state?**
Austin Money Management Corporation is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 302038.

**How much does Austin Money Management Corporation manage?**
Austin Money Management Corporation reports $296,058,749 in regulatory assets under management in its Form ADV filing dated May 26, 2026 (67% discretionary).

**How have Austin Money Management Corporation's assets and staff changed since 2021?**
In the Form ADV data for Austin Money Management Corporation: Regulatory assets under management: $137,558,805 in the October 2021 data and $296,058,749 in the October 2026 data, up 115%. Total employees: 1 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Austin Money Management Corporation serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (68); pension and profit sharing plans (but not the plan participants or government pension plans) (11); individuals (other than high net worth individuals) (4).

**Which custodians does Austin Money Management Corporation use?**
Austin Money Management Corporation's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and J.P. Morgan Securities LLC as custodians holding 10% or more of its separately managed account assets.

**Does Austin Money Management Corporation report any disciplinary disclosures?**
Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct), 11.D(4) (another regulator's order in the past ten years), and 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/302038

**What changed in Austin Money Management Corporation's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $247,375,337 to $296,058,749 (+20%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC
- J.P. Morgan Securities LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $296,058,749
- Discretionary: $199,529,911
- Non-discretionary: $96,528,838

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $1,421,681 |
| High net worth individuals | 68 | $157,600,638 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 11 | $137,036,430 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2020 (6 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CO, TX
- Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(1): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.D(5): Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/302038

### Websites listed on Form ADV (Item 1.I)
- austinmoneymanagement.com
- LinkedIn @steve-aycock-cfp®-a382438

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $137,558,805 | 1 | August 23, 2021 |
| October 2022 | $165,483,738 | 1 | March 16, 2022 |
| October 2023 | $158,224,156 | 1 | March 17, 2023 |
| October 2024 | $213,825,655 | 1 | April 30, 2024 |
| October 2025 | $247,375,337 | 1 | April 29, 2025 |
| October 2026 | $296,058,749 | 2 | May 26, 2026 |

Regulatory assets under management: $137,558,805 in the October 2021 data and $296,058,749 in the October 2026 data, up 115%.
Total employees: 1 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $247,375,337 to $296,058,749 (+20%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Austin Money Management Corporation (CRD 302038): Form ADV filing data as of October 2026.