Terry McDaniel & Company
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,872,090,749
Clients
370
Advisors
7
of 13 employees
About
Terry McDaniel & Company provides discretionary management of stock and bond portfolios for individuals, individual retirement accounts, trusts, estates and charitable organizations. With about $1.92 billion in assets under management distributed across seven advisers, the firm operates at a substantially higher assets-per-adviser level than most comparable team firms.
The firm’s investment process is centered on bottom-up fundamental research conducted by an in-house analyst team; analysts are required to hold the CFA designation or be enrolled in the CFA program. Portfolios are managed with a long-term orientation—equity sleeves are typically concentrated (around 25 holdings) with low turnover, while fixed-income allocations emphasize investment-grade, short-to-intermediate maturities and tax-aware decisions.
Terry McDaniel & Company does not offer standalone financial planning services and instead focuses on portfolio management, generally requiring a $1,000,000 account minimum (waivers possible). The firm also does not vote client proxies, conducts formal quarterly reviews, and follows trading practices—such as consulting clients before trades and not routinely bunching orders—that can produce different execution outcomes compared with many peers.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.0% per year $2,000,001 - $25,000,000: 0.75% per year $25,000,001 - $100,000,000: 0.50% per year $100,000,001+: 0.25% per year
Account minimum: $1,000,000
Main office
2630 Exposition Blvd., Suite 300
Austin TX 78703
Advisors at this office
7
Most active in
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.
Advisors at this firm
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