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RIA / WealthAdvisorChartered Financial Analyst17 years in industry

JACK DANIEL COWLING

Advisor at AUSTIN ASSET

AUSTIN, TX

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Search this name across graphsid dfx:ria:26a95405-e2db-504e-04e6-dff9ae1ab7b5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 4, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: AUSTIN ASSET
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 4, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
First registration: May 4, 2009
Dual registered: no
IAPD individual key: 5636388

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
AUSTIN ASSET	Independent wealth	Nov 27, 2024	n/a	yes	AUSTIN, TX	Current employment
WATERWAY WEALTH MANAGEMENT, L.L.C.	Independent wealth	Jun 1, 2019	Sep 17, 2024	no	THE WOODLANDS, TX\|THE WOODLANDS, TX	Previous registration
ALTRUVISTA LLC	Former SEC adviser	Feb 23, 2016	Apr 17, 2019	no	HOUSTON, TX	Previous registration
WELLS FARGO ALTERNATIVE ASSET MANAGEMENT LLC	n/a	May 4, 2009	Mar 26, 2012	no	AUSTIN, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WATERWAY WEALTH MANAGEMENT, L.L.C.	AUSTIN ASSET	Sep 17, 2024	Nov 27, 2024	71	Firm change	RIA to RIA
ALTRUVISTA LLC	WATERWAY WEALTH MANAGEMENT, L.L.C.	Apr 17, 2019	Jun 1, 2019	45	Firm change	RIA to RIA
WELLS FARGO ALTERNATIVE ASSET MANAGEMENT LLC	ALTRUVISTA LLC	Mar 26, 2012	Feb 23, 2016	1,429	Firm change after gap	Other

Relationships

Registered with (4)

→ AUSTIN ASSETRegistered adviserregistration: current employment
Nov 27, 2024 to presentfactForm ADV
→ WATERWAY WEALTH MANAGEMENT, L.L.C.Registered adviserregistration: previous registration
Jun 1, 2019 to Sep 17, 2024factForm ADV
→ ALTRUVISTA LLCRegistered adviserregistration: previous registration
Feb 23, 2016 to Apr 17, 2019factForm ADV
→ WELLS FARGO ALTERNATIVE ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
May 4, 2009 to Mar 26, 2012factForm ADV

Dated events

Occurred
Sep 17, 2024
Advisor changed firm
Jack Daniel Cowling left Waterway Wealth Management, L.L.C. for Austin Asset (registered 2024-11-27)
Form ADVobserved 4 days ago