AUSTIN 180 ADVISORY GROUP LLC

Overview

Austin 180 Advisory Group LLC is a small, fee‑based registered adviser that manages portfolios for individuals, families and small businesses. The firm’s stated activity centers on portfolio management with supplemental pension consulting services. Investment practice leans on pooled public funds—chiefly mutual funds—as the core sleeve of client portfolios, complemented by targeted allocations to commodities and oil & gas exposure and use of insurance products where appropriate. Austin 180 is not positioned as an ESG‑focused allocator and it does not present as a multi‑state advisory platform. The firm runs on a percentage‑of‑AUM fee model and appears to favor modelled or manager‑driven solutions rather than large direct securities books. Custody and trade execution are concentrated through Charles Schwab & Co., Inc., which holds the bulk of client assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices