AUSTIN ASSET MANAGEMENT CO
Legal name: AUSTIN ASSET
CRD #105441 SEC #801-32217 AUSTIN, TX 512-453-6622
SEC Registered
Total AUM
$1.7B
Discretionary
$1.7B
Employees
24
Clients
251
Accounts
2,243
Firm Details
- Organization Type
- Corporation
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 10, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Bequette, Alexandra, Mary | I | SHAREHOLDER | NA | |
| Bequette, Alexandra, Mary | I | SHAREHOLDER | NA | |
| Bequette, Alexandra, Mary | I | SHAREHOLDER | NA | |
| Bequette, Alexandra, Mary | I | SHAREHOLDER | NA | |
| DUNN, ALLISON, LEE | I | SHAREHOLDER | NA | |
| Jaggard, Kristin, Lee | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Jaggard, Kristin, Lee | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Jaggard, Kristin, Lee | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Jaggard, Kristin, Lee | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Jaggard, Kristin, Lee | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Jaggard, Kristin, Lee | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Jaggard, Kristin, Lee | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Jaggard, Kristin, Lee | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Jaggard, Kristin, Lee | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Jaggard, Kristin, Lee | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Jaggard, Kristin, Lee | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Jaggard, Kristin, Lee | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Jaggard, Kristin, Lee | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Jaggard, Kristin, Lee | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Jaggard, Kristin, Lee | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Jaggard, Kristin, Lee | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Jaggard, Kristin, Lee | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Jaggard, Kristin, Lee | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KOLAR, JAY, BYRON | I | CCO | NA | |
| KOLAR, JAY, BYRON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOLAR, JAY, BYRON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOLAR, JAY, BYRON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOOTS, ALLISON, LEE | I | SHAREHOLDER | NA | |
| PRICE, KENNETH, WAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRICE, KENNETH, WAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRICE, KENNETH, WAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRICE, KENNETH, WAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRICE, KENNETH, WAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRICE, KENNETH, WAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRICE, KENNETH, WAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRICE, KENNETH, WAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRICE, KENNETH, WAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | D | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | D | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | D | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | D | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | D | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF COMPLIANCE OFFICER | D | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | D | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | D | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | D | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | D | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | D | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | D | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | D | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | D | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | D | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | D | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | D | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | D | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | D | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | D | Control |
| MCDONALD, JOHN, HENRY | I | CEO | D | Control |
| MCDONALD, JOHN, HENRY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| MCDONALD, JOHN, HENRY | I | CHAIRMAN OF THE BOARD AND FOUNDER | D | Control |
| MCDONALD, JOHN, HENRY | I | PRESIDENT | D | Control |
| MCDONALD, JOHN, HENRY | I | PRESIDENT AND FOUNDER | D | Control |
| HEHMAN, WILLIAM, ERIC | I | COO | C | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF OPERATING OFFICER | C | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | C | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | C | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | C | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | C | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | C | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | C | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | C | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | C | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | C | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | C | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | C | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | C | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | C | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | C | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | C | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | C | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | C | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | C | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | C | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | C | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | C | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | C | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | C | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | C | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | C | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | C | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | C | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | C | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | C | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF EXECUTIVE OFFICER | C | Control |
| MCDONALD, JOHN, HENRY | I | CHAIRMAN OF THE BOARD AND FOUNDER | C | Control |
| MCDONALD, JOHN, HENRY | I | CHAIRMAN OF THE BOARD AND FOUNDER | C | Control |
| MCDONALD, JOHN, HENRY | I | CHAIRMAN OF THE BOARD AND FOUNDER | C | Control |
| MCDONALD, JOHN, HENRY | I | CHAIRMAN OF THE BOARD AND FOUNDER | C | Control |
| MCDONALD, JOHN, HENRY | I | CHAIRMAN OF THE BOARD AND FOUNDER | C | Control |
| MCDONALD, JOHN, HENRY | I | CHAIRMAN OF THE BOARD AND FOUNDER | C | Control |
| VAN WYK, GREGORY, SCOTT | I | EXECUTIVE VICE PRESIDENT | C | Control |
| VANWYK, GREGORY, SCOTT | I | EXECUTIVE VICE PRESIDENT | C | Control |
| VANWYK, GREGORY, SCOTT | I | EXECUTIVE VICE PRESIDENT | C | Control |
| VANWYK, GREGORY, SCOTT | I | EXECUTIVE VICE PRESIDENT | C | Control |
| VANWYK, GREGORY, SCOTT | I | EXECUTIVE VICE PRESIDENT | C | Control |
| VANWYK, GREGORY, SCOTT | I | EXECUTIVE VICE PRESIDENT | C | Control |
| VANWYK, GREGORY, SCOTT | I | EXECUTIVE VICE PRESIDENT | C | Control |
| VANWYK, GREGORY, SCOTT | I | EXECUTIVE VICE PRESIDENT | C | Control |
| VANWYK, GREGORY, SCOTT | I | EXECUTIVE VICE PRESIDENT | C | Control |
| VANWYK, GREGORY, SCOTT | I | EXECUTIVE VICE PRESIDENT | C | Control |
| VANWYK, GREGORY, SCOTT | I | EXECUTIVE VICE PRESIDENT | C | Control |
| VANWYK, GREGORY, SCOTT | I | EXECUTIVE VICE PRESIDENT | C | Control |
| VANWYK, GREGORY, SCOTT | I | EXECUTIVE VICE PRESIDENT | C | Control |
| VANWYK, GREGORY, SCOTT | I | EXECUTIVE VICE PRESIDENT | C | Control |
| VANWYK, GREGORY, SCOTT | I | EXECUTIVE VICE PRESIDENT | C | Control |
| VANWYK, GREGORY, SCOTT | I | EXECUTIVE VICE PRESIDENT | C | Control |
| VANWYK, GREGORY, SCOTT | I | EXECUTIVE VICE PRESIDENT | C | Control |
| VANWYK, GREGORY, SCOTT | I | EXECUTIVE VICE PRESIDENT | C | Control |
| VANWYK, GREGORY, SCOTT | I | EXECUTIVE VICE PRESIDENT | C | Control |
| VANWYK, GREGORY, SCOTT | I | EXECUTIVE VICE PRESIDENT | C | Control |
| VANWYK, GREGORY, SCOTT | I | EXECUTIVE VICE PRESIDENT | C | Control |
| VANWYK, GREGORY, SCOTT | I | EXECUTIVE VICE PRESIDENT | C | Control |
| VANWYK, GREGORY, SCOTT | I | EXECUTIVE VICE PRESIDENT | C | Control |
| VANWYK, GREGORY, SCOTT | I | EXECUTIVE VICE PRESIDENT | C | Control |
| VANWYK, GREGORY, SCOTT | I | EXECUTIVE VICE PRESIDENT | C | Control |
| VANWYK, GREGORY, SCOTT | I | EXECUTIVE VICE PRESIDENT | C | Control |
| VANWYK, GREGORY, SCOTT | I | EXECUTIVE VICE PRESIDENT | C | Control |
| VANWYK, GREGORY, SCOTT | I | EXECUTIVE VICE PRESIDENT | C | Control |
| VANWYK, GREGORY, SCOTT | I | EXECUTIVE VICE PRESIDENT | C | Control |
| VANWYK, GREGORY, SCOTT | I | EXECUTIVE VICE PRESIDENT | C | Control |
| VANWYK, GREGORY, SCOTT | I | EXECUTIVE VICE PRESIDENT | C | Control |
| VANWYK, GREGORY, SCOTT | I | EXECUTIVE VICE PRESIDENT | C | Control |
| VANWYK, GREGORY, SCOTT | I | EXECUTIVE VICE PRESIDENT | C | Control |
| VANWYK, GREGORY, SCOTT | I | EXECUTIVE VICE PRESIDENT | C | Control |
| VANWYK, GREGORY, SCOTT | I | EXECUTIVE VICE PRESIDENT | C | Control |
| VANWYK, GREGORY, SCOTT | I | EXECUTIVE VICE PRESIDENT | C | Control |
| VANWYK, GREGORY, SCOTT | I | EXECUTIVE VICE PRESIDENT | C | Control |
| VANWYK, GREGORY, SCOTT | I | EXECUTIVE VICE PRESIDENT | C | Control |
| VANWYK, GREGORY, SCOTT | I | EXECUTIVE VICE PRESIDENT | C | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | DIRECTOR, PORTFOLIO MANAGEMENT | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B | Control |
| DAVISON, JONATHAN, DAVID | I | CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B | Control |
| HEHMAN, WILLIAM, ERIC | I | CHIEF FINANCIAL OFFICER | B | Control |
| READING, MATTHEW, THOMAS | I | CHIEF INVESTMENT OFFICER | B | Control |
| VAN WYK, GREGORY, SCOTT | I | EXECUTIVE VICE PRESIDENT | B | Control |
| VAN WYK, GREGORY, SCOTT | I | EXECUTIVE VICE PRESIDENT | B | Control |
| VANWYK, GREGORY, SCOTT | I | MANAGER, FINANCIAL PLANNING | B | Control |
| VANWYK, GREGORY, SCOTT | I | DIRECTOR, FINANCIAL PLANNING | B | Control |
| VANWYK, GREGORY, SCOTT | I | EXECUTIVE VICE PRESIDENT | B | Control |
| VANWYK, GREGORY, SCOTT | I | EXECUTIVE VICE PRESIDENT | B | Control |
| VANWYK, GREGORY, SCOTT | I | DIRECTOR, FINANCIAL PLANNING | B | Control |
| VANWYK, GREGORY, SCOTT | I | EXECUTIVE VICE PRESIDENT | B | Control |
| VANWYK, GREGORY, SCOTT | I | EXECUTIVE VICE PRESIDENT | B | Control |
| VANWYK, GREGORY, SCOTT | I | EXECUTIVE VICE PRESIDENT | B | Control |
| VANWYK, GREGORY, SCOTT | I | EXECUTIVE VICE PRESIDENT | B | Control |
| DAVISON, JONATHAN, DAVID | I | DIRECTOR, PORTFOLIO MANAGEMENT | A | Control |
| DAVISON, JONATHAN, DAVID | I | DIRECTOR, PORTFOLIO MANAGEMENT | A | Control |
| DAVISON, JONATHAN, DAVID | I | DIRECTOR, PORTFOLIO MANAGEMENT | A | Control |
| DAVISON, JONATHAN, DAVID | I | DIRECTOR, PORTFOLIO MANAGEMENT | A | Control |
| DAVISON, JONATHAN, DAVID | I | DIRECTOR, PORTFOLIO MANAGEMENT | A | Control |
| LOOTS, ALLISON, LEE | I | SHAREHOLDER | A | |
| LOOTS, ALLISON, LEE | I | SHAREHOLDER | A | |
| WIKE, WILLIAM, THOMAS | I | SHAREHOLDER | A | |
| WIKE, WILLIAM, THOMAS | I | SHAREHOLDER | A | |
| WIKE, WILLIAM, THOMAS | I | SHAREHOLDER | A | |
| WIKE, WILLIAM, THOMAS | I | SHAREHOLDER | A | |
| WIKE, WILLIAM, THOMAS | I | SHAREHOLDER | A | |
| WIKE, WILLIAM, THOMAS | I | SHAREHOLDER | A | |
| WIKE, WILLIAM, THOMAS | I | SHAREHOLDER | A | |
| WIKE, WILLIAM, THOMAS | I | SHAREHOLDER | A | |
| WIKE, WILLIAM, THOMAS | I | SHAREHOLDER | A | |
| WIKE, WILLIAM, THOMAS | I | SHAREHOLDER | A |
Registrations
Federal
IA
Sep 10, 2025 REGISTERED
Notice Filings (5)
AK CA CO NE TX
Address
7200 N. MOPAC, SUITE 315AUSTIN, TX 78731
United States
Phone: 512-453-6622