Austin Consulting
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Austin Consulting provides portfolio management and related investment services — including risk analysis, asset allocation, investment selection, performance reporting and security monitoring — to a small group of clients that include individuals, trusts, estates and charitable institutions. The firm reports managing roughly $57.8 million in client assets across approximately 13 relationships and tailors advice to each client’s overall financial situation.
The firm primarily constructs portfolios using mutual funds and exchange-traded funds, relies on fundamental analysis rather than market timing or technical strategies, and states a conservative orientation in portfolio construction. Austin Consulting operates on a non-discretionary basis, obtaining client approval before effecting trades and offering individual security selection only at a client’s request.
Compared with many independent peers, the firm’s assets are held almost entirely on a non‑discretionary basis and the adviser does not charge percentage‑of‑AUM (asset‑based) fees — features that are uncommon among solo independent RIAs. The principal provides personalized quarterly written reviews and the firm reports no third‑party affiliations, soft‑dollar arrangements, performance‑based fees, client referral compensation, or custody of client funds.
Client services
Expertise
Fee options
Account minimum: $100,000 (exceptions may be made) Minimum fee: Fixed retainer fees range from $500 to $28,000 per year, billed quarterly or semi-annually in arrears Fee-only: Fixed retainer fees as described above; no asset-based fees or commissions
Main office
Spring Valley CA
Advisors at this office
1
Most active in
California
Also doing business as
Austin Consulting · Austin, Amanda, Cheryl
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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