Austin Consulting

RIASEC Registered
Total AUM
$56.8M
Discretionary
$0
0% of AUM
Avg account
$1.4M
Accounts
41
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
327134
Fee structure
Fixed Fees
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Austin Consulting is a small, sole‑proprietor advisory practice focused on portfolio management for individuals and small businesses. The firm operates on a fixed‑fee model and manages client relationships on a non‑discretionary basis, meaning client approval is retained for investment decisions. Its stated client base is individual and family investors, and the firm does not position itself as an ESG investor, pension consultant, capital allocator, or related adviser. Operations are confined to a single state and the business remains classified as an individual owner/sole proprietorship rather than part of a larger RIA network. Investment activity emphasizes liquid, listed instruments with a stated preference toward fixed‑income exposure. The firm appears to implement customized managed accounts alongside pooled vehicles to deliver core equity and bond allocations, tailoring portfolios to the relatively concentrated group of clients it serves.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 35%, US Government Bonds 30%, Public Funds/Mutual Funds 20%, State & Local Bonds 10%, Cash & Cash Equivalents 5%35%
  • Exchange Traded Equities35%
  • US Government Bonds30%
  • Public Funds/Mutual Funds20%
  • State & Local Bonds10%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Amanda Austin

    Amanda Austin

    PrincipalCRD 2103403

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth