Austin Asset Management Co
- Regulatory AUM
- $1.9B
- Discretionary
- $1.9B
- Clients
- 458
- Avg AUM / client
- $4.1M
- Accounts
- 1,974
- Employees
- 21
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 92 | $54.1M | 2.89% |
| High net worth individuals | 355 | $1.6B | 87.6% |
| Charitable organizations | 11 | $178M | 9.49% |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William Eric Hehman | Chief Executive Officer | CFP | Jul 2000 (26y) | 25% – 50% |
| Gregory Scott Van Wyk | Executive Vice President | CFP | May 2003 (23y) | 25% – 50% |
| Jonathan David Davison | Chief Compliance Officer | CFP | Oct 2006 (20y) | 10% – 25% |
| William Thomas Wike | Shareholder | CFP | Jul 2012 (14y) | 5% – 10% |
| Alexandra Mary Bequette | Shareholder | CFP | Mar 2021 (5y) | Less than 5% |
| Loots, Allison, Lee | Shareholder | Jan 2024 (3y) | Less than 5% | |
| Jamie Key Ileks | Registered representative | CFP | Jul 2012 (14y) | |
| Jessica Moller Forrest | Registered representative | CFP | Mar 2020 (6y) | |
| Laura Frese Stitt | Registered representative | CFP | Oct 2022 (4y) | |
| Samantha Kate Gorny | Registered representative | Mar 2023 (3y) | ||
| Yuanyuan Che | Registered representative | CFP | Mar 2023 (3y) | |
| Alexis Sabrina Garza | Registered representative | CFP | Dec 2023 (3y) | |
| Jack Daniel Cowling | Registered representative | CFA | Nov 2024 (2y) | |
| Preeti Narayan | Registered representative | CFP | Feb 2026 (0y) |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/27/2026 | 895 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $1.5B (81% of AUM) Feb 2026
- Fidelity Brokerage Services $316M (17% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 27, 2026.
View current Form ADV (SEC/IAPD) ↗