Austin Wealth Management, LLC
Austin Wealth Management, LLC is a Registered Investment Adviser headquartered in Austin, Texas. Founded in 2009 by Daniel Davila III (now retired) and Kevin X. Smith, the firm offers comprehensive financial planning and ongoing wealth management services to individuals, high net worth clients, pension plans, and select other entities. Their team is built on the values of education, advocacy, and accountability, aiming to improve financial advice delivery and empower clients to make sound financial decisions. As of 2024, Austin Wealth Management employs approximately 13-16 professionals and serves over 2,200 client accounts.
Investment Strategy
Austin Wealth Management, LLC provides customized discretionary investment management and financial planning services, focusing on building diversified portfolios aligned with clients' objectives, risk tolerance, and time horizon. The firm uses asset allocation models, regular portfolio reviews, and an Investment Policy Statement to ensure investment decisions reflect client goals and market conditions. Education and transparency drive their process, with ongoing communication and periodic adjustment of strategies based on changes in clients’ needs, tax situations, and investment landscape.
Top Holdings
Equity Positions (138)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAU | DIMENSIONAL ETF TRUST | 11.57% | $65.1M | 1,500,959 | $37.32 | $42.36 | +$26.6M |
S SPYC | SIMPLIFY EXCHANGE TRADED FUN | 5.97% | $33.5M | 824,404 | $31.02 | $41.32 | +$6.9M |
M MFUS | PIMCO EQUITY SER | 5.49% | $30.9M | 580,913 | $39.22 | $53.45 | +$3.3M |
D DFAI | DIMENSIONAL ETF TRUST | 4.64% | $26.1M | 764,599 | $30.90 | $34.57 | +$10.9M |
A AVLV | AMERICAN CENTY ETF TR | 3.85% | $21.6M | 311,955 | $61.64 | $68.21 | +$8.0M |