Austin 180 Advisory Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Austin 180 Advisory Group is a small independent registered investment adviser that provides asset management, financial planning, and consulting to individuals, trusts, corporations, small businesses, charitable organizations, and retirement/pension or profit‑sharing plans. The firm delivers tailored portfolio management and ongoing advisory support designed to align with clients’ financial circumstances and goals.
The adviser follows an active, client‑specific investment process that combines fundamental and technical analysis with modern portfolio theory to establish allocations, monitor holdings, and rebalance as needed. For retirement plans the firm provides plan design and investment‑menu consulting, ongoing monitoring, benchmarking, bi‑annual reporting and participant education, operating in a non‑discretionary ERISA 3(21) fiduciary capacity when engaged.
What distinguishes this firm from many solo independent advisers is its mix of client types and plan services: it serves corporate and charitable entities and provides pension consulting and retirement‑plan advisory work, offerings that are less common among peers in this category. The firm manages both discretionary and non‑discretionary assets for a modest client base and integrates investment management with financial planning and plan‑level governance support such as investment option review and replacement guidance.
Client services
Expertise
Occupation focus
Fee options
$0 - $3,500,000: 1.00% annually $3,500,001 - $5,000,000: 0.90% annually $5,000,001 - $7,500,000: 0.80% annually $7,500,001 - $15,000,000: 0.60% annually $15,000,001 - $25,000,000: 0.50% annually $25,000,001 - $50,000,000: 0.40% annually $50,000,000+: 0.20% annually
Account minimum: $1,000,000
Main office
201 W. 5th Street, Suite 1600
Austin TX 78701
Advisors at this office
1
Most active in
Texas
Also doing business as
Austin 180 Advisory Group · Austin 180 Advisory Group LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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