Terry Mcdaniel & Company

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Trust Score 98%
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Terry Mcdaniel & Company, federally registered in 1985, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 6 advisors. Terry Mcdaniel & Company manages $1.0 billion and provides investment advisory services for 310 clients (1:52 advisor/client ratio). This firm does not have a disciplinary history.

Last updated: October 16th, 2019. Data source: SEC filings.

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Firm Information


Feature Value
Rank (United States) Top 1%
Advisors Directory View Directory
Top Advisor Jeffrey Scott Lucado
Avg Advisor Trust Score 99
Avg Advisor Years Registered 12
Minimum Investment $1,000,000
Average Client Balance $3,355,732
Total AUM $1.0 billion
Advisor / Client Ratio 1:52
Headquarters 2630 Exposition Blvd Ste 300 Austin, TX 78703
SEC Filings Forms and Brochures    (CRD # 104732)
State(s) Registered TX


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