# TERRY MCDANIEL & COMPANY

TERRY MCDANIEL & COMPANY of AUSTIN, TX is an SEC-registered investment adviser.

## Registration

- CRD: 104732
- Type: SEC-registered investment adviser
- SEC file number: 801-24465
- Location: 2630 EXPOSITION BLVD STE 300, AUSTIN, TX, 78703
- Phone: 512-495-9500
- Latest filing: 2026-03-31
- Regulatory AUM: $1.9B
- Discretionary AUM: $1.7B
- Non-discretionary AUM: $180.0M
- Clients: 13
- Accounts: 370

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Terry Pat Mcdaniel | CHAIRMAN; CHAIRMAN/TRUSTEE | — |
| Claude Kenneth Turlington | PRESIDENT | — |
| Dina Renee Mason | CHIEF COMPLIANCE OFFICER | — |
| MCDANIEL TERRY PAT | CHAIRMAN; PRESIDENT | — |
| BRYAN KAY LYNN | CHIEF COMPLIANCE OFFICER | — |
| MCDANIEL TERRY | PRESIDENT | — |
| TURLINGTON CLAUDE KENNETH | PRESIDENT | — |
| MASON DINA RENEE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104732/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104732/similar
- Related entities: https://search.stillhousedata.com/firm/104732/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104732

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.