TEXAS ASSET MANAGEMENT

Overview

Texas Asset Management is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on financial planning and portfolio management for individuals and small businesses, serving an individual and family client base. Its fee model is flexible, combining a percentage of assets under management with the option for hourly and fixed-fee engagements. Texas Asset Management runs discretionary portfolios and leans toward pooled public funds as the primary vehicle for market exposure while incorporating third‑party alternative managers for non‑public strategies. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. Investment emphasis centers on diversified, income-oriented allocations: public mutual funds and fixed‑income exposures form the core of portfolios, supplemented by real‑asset and energy alternatives to add diversification and potential inflation protection. The adviser uses Fidelity as its primary custodian, which supports its mix of mutual funds, corporate debt positions and alternative allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices