# 49 FINANCIAL

49 FINANCIAL of AUSTIN, TX is an SEC-registered investment adviser.

## Registration

- CRD: 319484
- Type: SEC-registered investment adviser
- SEC file number: 801-123687
- Location: 3711 S MOPAC EXPY, AUSTIN, TX, 78746
- Phone: 214-563-1190
- Latest filing: 2026-08-05
- Regulatory AUM: $1.4B
- Discretionary AUM: $1.4B
- Clients: 167
- Accounts: 6,257

## Business model

- Compensation: % of AUM, Fixed, Commissions
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Travis Jordan Penfield | SOLE MEMBER | — |
| Daniel Christopher Wohlgemuth | CHIEF COMPLIANCE OFFICER | — |
| Lucas Walter Miller Winskowski | PRESIDENT | — |
| Austin Merle Graff | CIO | — |
| Hunter Ray Lloyd | OWNER | — |
| WINSKOWSKI LUCAS WALTER MILLER | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| Winters Kaili Erin | SVP, COMPLIANCE | — |
| DAVIDSON JEFFREY WAYNE | MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| GRAFF AUSTIN MERLE | CIO | — |
| ANDEL KEITH MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| LLOYD HUNTER Ray | MANAGING MEMBER; OWNER | — |
| SIMS MATTHEW KYLE | MANAGING MEMBER | — |
| PENFIELD TRAVIS Jordan | MANAGING MEMBER; OWNER; SOLE MEMBER | — |
| WOHLGEMUTH DANIEL CHRISTOPHER | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/319484/brochure
- Similar advisers: https://search.stillhousedata.com/firm/319484/similar
- Related entities: https://search.stillhousedata.com/firm/319484/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/319484

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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.