LP Profile

Terry McDaniel & Company

Also known as terry mcdaniel and

Wealth ManagerAustin, United StatesFounded 1985
$1.6B
Assets Under Management
Austin
Headquarters
Investment Focus

About Terry McDaniel & Company

Research-focused Investment Advice Since 1985

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Terry McDaniel & Company from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.9B
Total Clients
370
Filing Date
March 31, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Terry McDaniel & Company across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Terry McDaniel & Company?

Terry McDaniel & Company is a wealth manager based in Austin, United States, managing approximately $1.6B in assets.

Where is Terry McDaniel & Company headquartered?

Terry McDaniel & Company is headquartered in Austin, United States.

How much does Terry McDaniel & Company manage?

Terry McDaniel & Company manages approximately $1.6B in assets under management.

When was Terry McDaniel & Company founded?

Terry McDaniel & Company was founded in 1985.

How can I contact Terry McDaniel & Company?

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