TERRY MCDANIEL & COMPANY
CRD #104732 SEC #801-24465 AUSTIN, TX 512-495-9500
SEC Registered
Total AUM
$1.8B
Discretionary
$1.7B
Employees
12
Clients
--
Accounts
372
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $1.8B | $1.7B | $123.4M | 12 | 0 |
| Mar 2025 | $1.8B | $1.7B | $123.4M | 12 | 0 |
| Mar 2024 | $1.6B | $1.5B | $168.1M | 12 | 353 |
| Mar 2023 | $1.4B | $1.2B | $147.2M | 13 | 355 |
| Mar 2022 | $1.6B | $1.4B | $174.6M | 14 | 341 |
| Jun 2021 | $1.3B | $1.2B | $150.4M | 15 | 339 |
| May 2021 | $1.3B | $1.2B | $150.4M | 15 | 339 |
| Mar 2021 | $1.3B | $1.2B | $150.4M | 15 | 339 |
| Jul 2020 | $1.2B | $1.1B | $146.2M | 15 | 316 |
| Jul 2020 | $1.2B | $1.1B | $146.2M | 15 | 316 |
| Jun 2020 | $1.2B | $1.1B | $146.2M | 15 | 316 |
| Mar 2020 | $1.2B | $1.1B | $146.2M | 15 | 316 |
| Jan 2020 | $1B | $910.2M | $130.1M | 16 | 310 |
| Jun 2019 | $1B | $910.2M | $130.1M | 16 | 310 |
| Jun 2019 | $1B | $910.2M | $130.1M | 16 | 310 |
| Mar 2019 | $1B | $910.2M | $130.1M | 16 | 310 |
| Mar 2018 | $1.1B | $940.2M | $173.6M | 15 | 312 |
| Mar 2017 | $950M | $819.4M | $130.7M | 14 | 300 |
| Mar 2016 | $823.7M | $699.6M | $124.2M | 14 | 300 |
| Mar 2015 | $883.1M | $712.7M | $170.4M | 14 | 300 |
| Mar 2014 | $824M | $658.2M | $165.7M | 13 | 300 |
| Jul 2013 | $702.1M | $555.5M | $146.6M | 12 | 200 |
| Mar 2013 | $687M | $540.4M | $146.6M | 12 | 200 |
| Mar 2012 | $643.1M | $515.9M | $127.2M | 11 | 200 |
| Mar 2010 | $558M | $441M | $117M | -- | -- |
| Mar 2009 | $485.3M | $385.7M | $99.6M | -- | -- |
| Feb 2007 | $481M | $380.6M | $100.3M | -- | -- |
| Mar 2006 | $444.9M | $346.1M | $98.9M | 10 | -- |
| Jul 2001 | $297.9M | $184.8M | $113.1M | -- | -- |
DateApr 2025
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$123.4M
Employees12
Clients0
DateMar 2025
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$123.4M
Employees12
Clients0
DateMar 2024
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$168.1M
Employees12
Clients353
DateMar 2023
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$147.2M
Employees13
Clients355
DateMar 2022
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$174.6M
Employees14
Clients341
DateJun 2021
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$150.4M
Employees15
Clients339
DateMay 2021
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$150.4M
Employees15
Clients339
DateMar 2021
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$150.4M
Employees15
Clients339
DateJul 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$146.2M
Employees15
Clients316
DateJul 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$146.2M
Employees15
Clients316
DateJun 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$146.2M
Employees15
Clients316
DateMar 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$146.2M
Employees15
Clients316
DateJan 2020
Total AUM$1B
Discretionary$910.2M
Non-Disc.$130.1M
Employees16
Clients310
DateJun 2019
Total AUM$1B
Discretionary$910.2M
Non-Disc.$130.1M
Employees16
Clients310
DateJun 2019
Total AUM$1B
Discretionary$910.2M
Non-Disc.$130.1M
Employees16
Clients310
DateMar 2019
Total AUM$1B
Discretionary$910.2M
Non-Disc.$130.1M
Employees16
Clients310
DateMar 2018
Total AUM$1.1B
Discretionary$940.2M
Non-Disc.$173.6M
Employees15
Clients312
DateMar 2017
Total AUM$950M
Discretionary$819.4M
Non-Disc.$130.7M
Employees14
Clients300
DateMar 2016
Total AUM$823.7M
Discretionary$699.6M
Non-Disc.$124.2M
Employees14
Clients300
DateMar 2015
Total AUM$883.1M
Discretionary$712.7M
Non-Disc.$170.4M
Employees14
Clients300
DateMar 2014
Total AUM$824M
Discretionary$658.2M
Non-Disc.$165.7M
Employees13
Clients300
DateJul 2013
Total AUM$702.1M
Discretionary$555.5M
Non-Disc.$146.6M
Employees12
Clients200
DateMar 2013
Total AUM$687M
Discretionary$540.4M
Non-Disc.$146.6M
Employees12
Clients200
DateMar 2012
Total AUM$643.1M
Discretionary$515.9M
Non-Disc.$127.2M
Employees11
Clients200
DateMar 2010
Total AUM$558M
Discretionary$441M
Non-Disc.$117M
Employees--
Clients--
DateMar 2009
Total AUM$485.3M
Discretionary$385.7M
Non-Disc.$99.6M
Employees--
Clients--
DateFeb 2007
Total AUM$481M
Discretionary$380.6M
Non-Disc.$100.3M
Employees--
Clients--
DateMar 2006
Total AUM$444.9M
Discretionary$346.1M
Non-Disc.$98.9M
Employees10
Clients--
DateJul 2001
Total AUM$297.9M
Discretionary$184.8M
Non-Disc.$113.1M
Employees--
Clients--