TEXAS ASSET MANAGEMENT

TEXAS ASSET MANAGEMENT of LAKEWAY, TX is an SEC-registered investment adviser (CRD 114714). Regulatory assets under management: $64.6M.

Registration

• CRD: 114714
• Type: Registered investment adviser
• Location: 1200 LAKEWAY DRIVE, LAKEWAY, TX, 78734
• Phone: 512-261-8800
• Latest filing: 2026-03-18
• Regulatory AUM: $64.6M
• Discretionary AUM: $64.6M
• Clients: 1
• Accounts: 106

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 114714 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search