Austin Money Management Corporation
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$159,022,319
Clients
72
Advisors
2
of 2 employees
About
Austin Money Management Corporation provides fee-based investment management and financial planning to individuals — including high-net-worth clients — as well as to institutional clients such as pension and profit-sharing plans, trusts, and other entities. The firm also offers pension consulting and retirement-plan services, including both non‑discretionary ERISA 3(21) support and discretionary ERISA 3(38) plan-level services, plus participant education and one‑on‑one participant advice.
The adviser applies customized portfolio management with a tactical asset‑allocation emphasis, using fundamental and technical analysis and primarily recommending exchange‑traded funds and mutual funds; cash positions are used tactically for hedging and tax‑harvesting. AMMC offers both wrap and non‑wrap account arrangements, provides model portfolios for plans, and discloses use of artificial intelligence tools to support its services.
Distinctive features in the brochure include a total asset base of roughly $296 million, which represents a relatively large level of assets for a small advisory firm, and the fact that AMMC sponsors and acts as portfolio manager for its own wrap‑fee program that bundles trading costs into the advisory fee. The firm also discloses advisory access to private equity and commercial real‑estate opportunities for qualified investors and that some advisory personnel hold insurance licenses to sell fixed insurance products, a relationship the brochure identifies as a potential conflict of interest.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for ongoing comprehensive financial planning generally range from $5,000 to $10,000, negotiable and can exceed $10,000
up to 1.00% annually
$500 per hour, negotiable
Main office
3907 Medical Parkway, Suite 101
Austin TX 78756
Advisors at this office
2
Most active in
Colorado · Texas
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.
Advisors at this firm
Steven A
CFP®, Series 63
Austin, TX
Austin Money Management Corporation
Steven Aycock is a CFP® certificant with 28 years of experience in the financial services industry. He has been with Austin Money Management Corporation since 2018 and previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Outside of financial advising, he serves as an analyst for NBC Sports Golf Channel, providing scoring and commentary support. Austin Money Management Corporation offers fee-based investment management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans. The firm employs a tactical asset-allocation approach using fundamental and technical analysis, primarily recommending exchange-traded funds and mutual funds, and provides both wrap and non-wrap account arrangements along with retirement-plan consulting.
Vicki A
Austin, TX
Austin Money Management Corporation
Vicki Aycock is an advisor at Austin Money Management Corporation with one year of industry experience. She has been involved with Tarrytown United Methodist Church for over 30 years. Austin Money Management Corporation provides fee-based investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and trusts. The firm uses a tactical asset-allocation approach with customized portfolio management, primarily recommending exchange-traded funds and mutual funds, and offers a range of retirement-plan services and advisory products.
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