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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 14, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BRYAN, KAY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRYAN, KAY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRYAN, KAY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRYAN, KAY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRYAN, KAY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRYAN, KAY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRYAN, KAY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRYAN, KAY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRYAN, KAY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRYAN, KAY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MASON, DINA, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MASON, DINA, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MASON, DINA, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MASON, DINA, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MASON, DINA, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MASON, DINA, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MASON, DINA, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MASON, DINA, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MASON, DINA, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MASON, DINA, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MASON, DINA, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MASON, DINA, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MASON, DINA, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MASON, DINA, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MASON, DINA, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MASON, DINA, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MASON, DINA, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MASON, DINA, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MASON, DINA, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MASON, DINA, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MASON, DINA, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| THE JOHN WELLS MCDANIEL TRUST OF 2020, TERRY P. MCDANIEL, TRUSTEE | DE | TRUSTEE | NA | |
| THE JOHN WELLS MCDANIEL TRUST OF 2020, TERRY P. MCDANIEL, TRUSTEE | DE | TRUSTEE | NA | |
| THE JOHN WELLS MCDANIEL TRUST OF 2020, TERRY P. MCDANIEL, TRUSTEE | DE | TRUSTEE | NA | |
| THE MEREDITH LEE MCDANIEL TRUST OF 2020, TERRY P. MCDANIEL, TRUSTEE | DE | TRUSTEE | NA | |
| THE MEREDITH LEE MCDANIEL TRUST OF 2020, TERRY P. MCDANIEL, TRUSTEE | DE | TRUSTEE | NA | |
| THE MEREDITH LEE MCDANIEL TRUST OF 2020, TERRY P. MCDANIEL, TRUSTEE | DE | TRUSTEE | NA | |
| TURLINGTON, CLAUDE, KENNETH | I | PRESIDENT | NA | |
| TURLINGTON, CLAUDE, KENNETH | I | PRESIDENT | NA | |
| TURLINGTON, CLAUDE, KENNETH | I | PRESIDENT | NA | |
| TURLINGTON, CLAUDE, KENNETH | I | PRESIDENT | NA | |
| TURLINGTON, CLAUDE, KENNETH | I | PRESIDENT | NA | |
| TURLINGTON, CLAUDE, KENNETH | I | PRESIDENT | NA | |
| TURLINGTON, CLAUDE, KENNETH | I | PRESIDENT | NA | |
| TURLINGTON, CLAUDE, KENNETH | I | PRESIDENT | NA | |
| TURLINGTON, CLAUDE, KENNETH | I | PRESIDENT | NA | |
| TURLINGTON, CLAUDE, KENNETH | I | PRESIDENT | NA | |
| TURLINGTON, CLAUDE, KENNETH | I | PRESIDENT | NA | |
| TURLINGTON, CLAUDE, KENNETH | I | PRESIDENT | NA | |
| TURLINGTON, CLAUDE, KENNETH | I | PRESIDENT | NA | |
| TURLINGTON, CLAUDE, KENNETH | I | PRESIDENT | NA | |
| TURLINGTON, CLAUDE, KENNETH | I | PRESIDENT | NA | |
| TURLINGTON, CLAUDE, KENNETH | I | PRESIDENT | NA | |
| TURLINGTON, CLAUDE, KENNETH | I | PRESIDENT | NA | |
| TURLINGTON, CLAUDE, KENNETH | I | PRESIDENT | NA | |
| TURLINGTON, CLAUDE, KENNETH | I | PRESIDENT | NA | |
| TURLINGTON, CLAUDE, KENNETH | I | PRESIDENT | NA | |
| TURLINGTON, CLAUDE, KENNETH | I | PRESIDENT | NA | |
| MCDANIEL, TERRY, PAT | I | PRESIDENT | E | Control |
| MCDANIEL, TERRY, PAT | I | PRESIDENT | E | Control |
| MCDANIEL, TERRY, PAT | I | PRESIDENT | E | Control |
| MCDANIEL, TERRY, PAT | I | PRESIDENT | E | Control |
| MCDANIEL, TERRY, PAT | I | PRESIDENT | E | Control |
| MCDANIEL, TERRY, PAT | I | PRESIDENT | E | Control |
| MCDANIEL, TERRY, PAT | I | PRESIDENT | E | Control |
| MCDANIEL, TERRY, PAT | I | PRESIDENT | E | Control |
| MCDANIEL, TERRY, PAT | I | PRESIDENT | E | Control |
| MCDANIEL, TERRY, PAT | I | CHAIRMAN | E | Control |
| MCDANIEL, TERRY, PAT | I | PRESIDENT | E | Control |
| MCDANIEL, TERRY, PAT | I | CHAIRMAN | E | Control |
| MCDANIEL, TERRY, PAT | I | CHAIRMAN | E | Control |
| MCDANIEL, TERRY, PAT | I | CHAIRMAN | E | Control |
| MCDANIEL, TERRY, PAT | I | CHAIRMAN | E | Control |
| MCDANIEL, TERRY, PAT | I | CHAIRMAN | E | Control |
| MCDANIEL, TERRY, PAT | I | CHAIRMAN | E | Control |
| MCDANIEL, TERRY, PAT | I | CHAIRMAN | E | Control |
| MCDANIEL, TERRY, PAT | I | CHAIRMAN | E | Control |
| MCDANIEL, TERRY, PAT | I | CHAIRMAN | E | Control |
| MCDANIEL, TERRY, PAT | I | CHAIRMAN | E | Control |
| MCDANIEL, TERRY, PAT | I | CHAIRMAN | E | Control |
| MCDANIEL, TERRY, PAT | I | CHAIRMAN | E | Control |
| TERRY MCDANIEL & COMPANY | DE | PRESIDENT | E | Control |
| MCDANIEL, TERRY, PAT | I | CHAIRMAN | D | Control |
| MCDANIEL, TERRY, PAT | I | CHAIRMAN | D | Control |
| MCDANIEL, TERRY, PAT | I | CHAIRMAN | D | Control |
| MCDANIEL, TERRY, PAT | I | CHAIRMAN | D | Control |
| MCDANIEL, TERRY, PAT | I | CHAIRMAN | D | Control |
| MCDANIEL, TERRY, PAT | I | CHAIRMAN | D | Control |
| MCDANIEL, TERRY, PAT | I | CHAIRMAN | D | Control |
| MCDANIEL, TERRY, PAT | I | CHAIRMAN/TRUSTEE | D | Control |
| THE JOHN WELLS MCDANIEL TRUST OF 2020 | DE | SHAREHOLDER | C | |
| THE JOHN WELLS MCDANIEL TRUST OF 2020, TERRY P. MCDANIEL, TRUSTEE | DE | TRUSTEE | C | |
| THE JOHN WELLS MCDANIEL TRUST OF 2020, TERRY P. MCDANIEL, TRUSTEE | DE | TRUSTEE | C | |
| THE JOHN WELLS MCDANIEL TRUST OF 2020, TERRY P. MCDANIEL, TRUSTEE | DE | TRUSTEE | C | |
| THE JOHN WELLS MCDANIEL TRUST OF 2020, TERRY P. MCDANIEL, TRUSTEE | DE | SHAREHOLDER | C | |
| THE MEREDITH LEE MCDANIEL TRUST OF 2020 | DE | SHAREHOLDER | C | |
| THE MEREDITH LEE MCDANIEL TRUST OF 2020, TERRY P. MCDANIEL, TRUSTEE | DE | TRUSTEE | C | |
| THE MEREDITH LEE MCDANIEL TRUST OF 2020, TERRY P. MCDANIEL, TRUSTEE | DE | TRUSTEE | C | |
| THE MEREDITH LEE MCDANIEL TRUST OF 2020, TERRY P. MCDANIEL, TRUSTEE | DE | TRUSTEE | C | |
| THE MEREDITH LEE MCDANIEL TRUST OF 2020, TERRY P. MCDANIEL, TRUSTEE | DE | SHAREHOLDER | C |
Registrations
Federal
IA
Apr 14, 2025 REGISTERED
Notice Filings (3)
CA LA TX
Address
2630 EXPOSITION BLVD STE 300AUSTIN, TX 78703
United States
Phone: 512-495-9500