TERRY MCDANIEL & COMPANY
  • TERRY MCDANIEL & COMPANY

Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 06/27/1985
ADV Location AUSTIN, TX, United States
Contact Info 512 xxxxxxx
Websites
AUM* 1,921,027,445 17%
of that, discretionary 1,741,044,759 18%
Number of Employees 13 8%
of those in investment advisory functions 7
Private Fund GAV* 0
Avg Account Size 5,191,966 11%
% High Net Worth 65.61% 3%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

2B 1B 1B 995M 746M 497M 249M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary