Devil Mountain Investment Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm advises individual and high‑net‑worth investors with financial planning and portfolio management services, and it is also organized to provide fiduciary investment services to retirement plans and other institutional clients even though its client base is primarily individuals. As of 1/26/2026 the firm reported managing approximately $42.56 million in assets on a non‑discretionary basis.
Investment implementation emphasizes ETFs, index funds and tax‑advantaged funds, with personalized asset‑allocation models, sector rotation, and a risk‑averse, proactive philosophy that adjusts allocations to changing macroeconomic conditions. All accounts are managed non‑discretionarily in a consultative process; the firm uses planning tools such as Monte Carlo analysis, account aggregation, and a client portal to tailor and monitor plans.
Distinctive features include maintaining primarily non‑discretionary AUM and explicit retirement‑plan fiduciary capabilities—both uncommon for solo independent advisers—alongside an ETF‑first approach to both equity and fixed‑income exposure (favoring bond ETFs, funds and CDs over individual bonds). The firm also uses a low‑cost custodian platform with technology‑enabled reporting and, in limited cases, waives or negotiates fees for certain younger clients starting investment relationships.
Client services
Expertise
Demographic focus
Fee options
1% annually of Net Liquidation Value, payable quarterly at 0.25% per quarter
Fee-only: The Advisor is a fee only advisor charging a percentage of assets under management; no commissions or other compensation accepted
Main office
Austin TX
Advisors at this office
1
Most active in
California · Louisiana · 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.
Forms ADV
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