Austin, TX N. Mopac Expy Office
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Lucien Stirling & Gray Advisory Group Inc
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Firm-wide stats for Lucien Stirling & Gray Advisory Group Inc
About
Lucien, Stirling & Gray Advisory Group provides investment advisory services to individuals (including high-net-worth clients), corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. Services include ongoing asset management through supervisory and non‑supervisory accounts, model‑based portfolio management, and one‑time or hourly consultations and other advisory engagements.
The firm’s investment approach centers on mutual‑fund‑based asset allocation models maintained by an Investment Policy Committee and a preference for intermediate‑ to long‑term, buy‑and‑hold strategies; clients may elect discretionary authority to keep accounts aligned with those models. LSG also emphasizes selecting the least expensive mutual fund share class available to each client and performs periodic reviews to determine whether lower‑cost share classes are appropriate.
Compared with many peers, the brochure discloses affinity relationships with Fidelity and American Funds that provide software and discounted tools and that the firm views as an incentive when recommending dealers. The firm also discloses use of advertising testimonials (an uncommon practice among similar firms), maintains a relatively high stated new‑account minimum ($500,000) while allowing lower minimums for model elections, and notes operational choices such as not aggregating client orders and not voting client proxies.
Expertise
Location
7800 N. Mopac Expy, Suite 340
Austin TX 78759
Advisors at this office
2
Advisors at this office
Christopher V
Series 63, Series 65
Austin, TX
Lucien Stirling & Gray Advisory Group Inc
Christopher Vasquez is a financial advisor with Lucien Stirling & Gray Advisory Group Inc in Austin, TX. He holds Series 63 and Series 65 designations and has 14 years of industry experience. Vasquez has been with Lucien Stirling & Gray Advisory Group since 2014, including prior service at Lucien Stirling & Gray Financial Corporation. Lucien Stirling & Gray Advisory Group provides investment advisory services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes mutual-fund-based asset allocation models with an intermediate- to long-term buy-and-hold approach, offering clients discretionary options to maintain alignment with these models while focusing on minimizing mutual fund share class costs.
Thomas T
Series 63, Series 65
Austin, TX
Lucien Stirling & Gray Advisory Group Inc
Thomas Twombly is a financial advisor at Lucien Stirling & Gray Advisory Group Inc in Austin, TX, holding Series 63 and Series 65 credentials with 42 years of industry experience. He has worked at Lucien, Stirling & Gray Advisory Group since 1993 and was previously with Lucien, Stirling & Gray Financial Corporation for 24 years. Lucien, Stirling & Gray Advisory Group provides investment advisory services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on mutual-fund-based asset allocation models and intermediate- to long-term buy-and-hold strategies, emphasizing cost efficiency and periodic reviews of mutual fund share classes.
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