# BOON INVESTMENT GROUP, INC.

BOON INVESTMENT GROUP, INC. of AUSTIN, TX is an SEC-registered investment adviser.

## Registration

- CRD: 150102
- Type: SEC-registered investment adviser
- SEC file number: 801-129773
- Location: 6300 BRIDGEPOINT PKWY, BLDG 3 - SUITE 200, AUSTIN, TX, 78730
- Phone: 512-339-4441
- Latest filing: 2026-04-13
- Clients: 1

## Business model

- Compensation: Other
- Clients served: Pensions, Other

## Officers, owners & control persons (28)

_Showing 25 of 28 people._

| Name | Role | Location |
| --- | --- | --- |
| Sean Smith | PRESIDENT | Dover, DE |
| Mark Hammond | EXECUTIVE VICE PRESIDENT & CHIEF FINANCIAL OFFICER | Bloomfield Hills, MI |
| Daniel Lopez | TREASURER | Coral Gables, FL |
| Steve Valenzuela | VICE PRESIDENT | Cupertino, CA |
| Stanley K Kinnett | EXECUTIVE VICE PRESIDENT, CHIEF LEGAL OFFICER & SECRETARY | — |
| Richard Carl Cary | VICE PRESIDENT | — |
| Kathleen Susan Sullivan | EXECUTIVE VICE PRESIDENT & CHIEF FINANCIAL OFFICER | — |
| Lesli Powell Whisenant | SENIOR VICE PRESIDENT | — |
| Taylor Allen Boon | CHIEF EXECUTIVE OFFICER; DIRECTOR, PRESIDENT & CHIEF EXECUTIVE OFFICER | — |
| Lauren Williams Fischer | CHIEF COMPLIANCE OFFICER; SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER & SECRETARY | — |
| Doyle Frederick Browning | EXECUTIVE VICE PRESIDENT | — |
| David C Wetzler | EXECUTIVE VICE PRESIDENT | — |
| Patrick Hagan | SENIOR VICE PRESIDENT | — |
| Steven D Muscatello | SENIOR VICE PRESIDENT, GENERAL COUNSEL, & ASSISTANT SECRETARY | — |
| David Seres | CHIEF OPERATING OFFICER | — |
| GUILLE ANDREW WILLIAM | TRUSTEE | — |
| SULLIVAN SUSAN | CFO | — |
| KINNETT STANLEY K | EVP | — |
| WARD JACQUELINE MARY LE MAITRE | TRUSTEE | — |
| CRESSWELL SIMON BERNARD | ENFORCER | — |
| Boon Taylor Allen | CEO; PRESIDENT | — |
| whisenant lesli | VICE PRESIDENT | — |
| Fischer Lauren Williams | CHIEF COMPLIANCE OFFICER | — |
| WHISENANT LESLI POWELL | VICE PRESIDENT | — |
| Sara Walsh | ASSISTANT TREASURER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/150102/brochure
- Similar advisers: https://search.stillhousedata.com/firm/150102/similar
- Related entities: https://search.stillhousedata.com/firm/150102/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/150102

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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.