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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

AUSTIN ASSET

AUSTIN ASSET MANAGEMENT CO, CRD 105441

AUSTIN, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d9f003ca-1609-77b2-1f87-2144fe53672d

Data as of Feb 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 34
Dated events: 5
On other graphs: 0
Observed: Apr 2, 2012 to Feb 27, 2026
46 observations

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

Firm class: independent wealth managerderivedprivate_client_share=0.91 fund_share=0.0 institutional_share=0.09 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.9BItem 5.F on the latest filing (2026-02-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.9B
Private client RAUM: $1.7BderivedItem 5.D individuals plus high net worth individuals
Private client share: 91%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 15
RAUM per advisor: $125Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 21
Advisory employees: 13
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,974
Individual clients: 92
High net worth clients: 355
Custody, client assets: $489M
SEC number: 801-32217
CRD: 105441
Filings on the tape: 46
First filed: Apr 2, 2012
Latest filed: Feb 27, 2026
Organised: Corporation, TX

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
WILLIAM ERIC HEHMAN	Certified Financial Planner	AUSTIN, TX	25	19	n/a	no
GREGORY SCOTT VAN WYK	Certified Financial Planner	AUSTIN, TX	23	25	n/a	no
JONATHAN DAVID DAVISON	Certified Financial Planner	AUSTIN, TX	19	23	2	no
JAMIE KEY ILEKS	Certified Financial Planner	AUSTIN, TX	14	19	n/a	no
WILLIAM THOMAS WIKE	Certified Financial Planner	AUSTIN, TX	14	16	n/a	no
JESSICA MOLLER FORREST	Certified Financial Planner	AUSTIN, TX	6	31	2	no
Alexandra Mary Bequette	Certified Financial Planner	AUSTIN, TX	5	13	n/a	no
Laura Frese Stitt	Certified Financial Planner	AUSTIN, TX	3	10	n/a	no
Samantha Kate Gorny	n/a	AUSTIN, TX	3	10	n/a	no
YUANYUAN CHE	Certified Financial Planner	AUSTIN, TX	3	10	1	no
ALEXIS SABRINA GARZA	Certified Financial Planner	AUSTIN, TX	2	11	3	no
JACK DANIEL COWLING	Chartered Financial Analyst	AUSTIN, TX	1	17	3	no
Preeti Narayan	Certified Financial Planner	AUSTIN, TX	0	13	2	no
David Scott Walker	n/a	AUSTIN, TX	0	15	3	no
GUILLERMO ENRIQUE PESTANA MULLER	n/a	AUSTIN, TX	0	10	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HEHMAN, WILLIAM, ERIC	CHIEF EXECUTIVE OFFICER	C	yes	07/2000	Feb 27, 2026	Feb 27, 2026
VAN WYK, GREGORY, SCOTT	EXECUTIVE VICE PRESIDENT OFFICER	B	yes	01/2010	Feb 27, 2026	Feb 27, 2026
DAVISON, JONATHAN, DAVID	CHIEF INVESTMENT OFFICER	B	yes	01/2010	Apr 2, 2012	Apr 26, 2024
Bequette, Alexandra, Mary	Shareholder	A	no	01/2023	Feb 27, 2026	Feb 27, 2026
LOOTS, ALLISON, LEE	Shareholder	A	no	01/2024	Feb 27, 2026	Feb 27, 2026
WIKE, WILLIAM, THOMAS	Shareholder	A	no	01/2021	Feb 27, 2026	Feb 27, 2026

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Georgetown	TX	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 27, 2026	$1.9B	$1.9B	21	13	0	n/a	n/a
2024	Mar 13, 2025	$1.7B	$1.7B	24	14	1	n/a	n/a
2023	Mar 19, 2024	$1.5B	$1.5B	23	14	1	n/a	n/a
2022	Mar 30, 2023	$1.3B	$1.3B	22	14	1	n/a	n/a
2021	Mar 8, 2022	$1.4B	$1.4B	22	14	1	n/a	n/a
2020	Mar 12, 2021	$1.2B	$1.2B	19	11	1	n/a	n/a
2019	Mar 14, 2020	$1.0B	$1.0B	21	13	1	n/a	n/a
2018	Mar 19, 2019	$846M	$835M	19	12	1	n/a	n/a
2017	Mar 13, 2018	$856M	$829M	19	13	1	n/a	n/a
2016	Jan 12, 2017	$775M	$746M	16	11	n/a	n/a	n/a
2015	Feb 5, 2016	$634M	$634M	18	11	n/a	n/a	n/a
2014	Mar 26, 2015	$624M	$624M	19	11	n/a	n/a	n/a
2013	Mar 31, 2014	$575M	$575M	19	11	n/a	n/a	n/a
2012	Apr 1, 2013	$490M	$490M	18	9	n/a	n/a	n/a
2011	Apr 2, 2012	$463M	$463M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
3	0	3	0.0%	2	0	0	5	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.9B	$1.7B	12.3%	$1.3B	13.9%	21	24	0	1

Relationships

Registered with (28)

← David Scott WalkerAdvisorregistration: current employment
Aug 19, 2026 to presentfactForm ADV
← GUILLERMO ENRIQUE PESTANA MULLERAdvisorregistration: current employment
Aug 19, 2026 to presentfactForm ADV
← Preeti NarayanAdvisorregistration: current employment
Feb 23, 2026 to presentfactForm ADV
← JACK DANIEL COWLINGAdvisorregistration: current employment
Nov 27, 2024 to presentfactForm ADV
← ALEXIS SABRINA GARZAAdvisorregistration: current employment
Dec 8, 2023 to presentfactForm ADV
← YUANYUAN CHEAdvisorregistration: current employment
Mar 30, 2023 to presentfactForm ADV
← Samantha Kate GornyAdvisorregistration: current employment
Mar 20, 2023 to presentfactForm ADV
← Laura Frese StittAdvisorregistration: current employment
Oct 4, 2022 to presentfactForm ADV
← Alexandra Mary BequetteAdvisorregistration: current employment
Mar 12, 2021 to presentfactForm ADV
← JESSICA MOLLER FORRESTAdvisorregistration: current employment
Mar 6, 2020 to presentfactForm ADV
← WILLIAM THOMAS WIKEAdvisorregistration: current employment
Jul 9, 2012 to presentfactForm ADV
← JAMIE KEY ILEKSAdvisorregistration: current employment
Jul 2, 2012 to presentfactForm ADV
← JONATHAN DAVID DAVISONAdvisorregistration: current employment
Oct 25, 2006 to presentfactForm ADV
← GREGORY SCOTT VAN WYKAdvisorregistration: current employment
May 20, 2003 to presentfactForm ADV
← WILLIAM ERIC HEHMANAdvisorregistration: current employment
May 3, 2001 to presentfactForm ADV
← VICTORIA BLAKE BURRESSAdvisorregistration: previous registration
Jan 4, 2021 to Jul 30, 2025factForm ADV
← DANQIN FANGAdvisorregistration: previous registration
Sep 17, 2021 to Apr 26, 2024factForm ADV
← THOMAS JAMES STEVENSONAdvisorregistration: previous registration
Feb 12, 2015 to Mar 8, 2022factForm ADV
← MARYBETH CHRISTINE MEYERAdvisorregistration: previous registration
Feb 18, 2011 to May 10, 2021factForm ADV
← Clayton BooneAdvisorregistration: previous registration
Apr 10, 2019 to Sep 29, 2020factForm ADV
← JOSHUA ELESSAR CLIFFORDAdvisorregistration: previous registration
May 25, 2017 to Mar 6, 2020factForm ADV
← SCOTT MATTHEW ELAAdvisorregistration: previous registration
Aug 1, 2014 to Jun 5, 2018factForm ADV
← DAPHNE LENORE JORDANAdvisorregistration: previous registration
Jul 6, 2015 to Oct 18, 2017factForm ADV
← TASHA LYNN ROCKAdvisorregistration: previous registration
Jan 3, 2012 to Aug 31, 2015factForm ADV
← KENNETH WAYNE PRICEAdvisorregistration: previous registration
Jun 27, 2007 to May 7, 2015factForm ADV
← ALEXANDER BURTON YEAGERAdvisorregistration: previous registration
Aug 19, 2009 to Jul 16, 2014factForm ADV
← PAMELA HEIDI FRIEDMANAdvisorregistration: previous registration
Nov 15, 2010 to Jan 3, 2012factForm ADV
← JENNY GIPSON FLEMINGAdvisorregistration: previous registration
May 18, 2006 to Sep 8, 2008factForm ADV

Controls (3)

← VAN WYK, GREGORY, SCOTTOwnerEXECUTIVE VICE PRESIDENT, ownership code C, individual
Apr 2, 2012 to Apr 26, 2024factForm ADV
← HEHMAN, WILLIAM, ERICOwnerCHIEF EXECUTIVE OFFICER, ownership code C, individual
Apr 2, 2012 to Apr 26, 2024factForm ADV
← DAVISON, JONATHAN, DAVIDOwnerCHIEF INVESTMENT OFFICER, ownership code B, individual
Apr 2, 2012 to Apr 26, 2024factForm ADV

Owns (3)

← WIKE, WILLIAM, THOMASOwnerSHAREHOLDER, ownership code A, individual
Mar 8, 2022 to Apr 26, 2024factForm ADV
← LOOTS, ALLISON, LEEOwnerSHAREHOLDER, ownership code NA, individual
Mar 19, 2024 to Apr 26, 2024factForm ADV
← Bequette, Alexandra, MaryOwnerSHAREHOLDER, ownership code NA, individual
Mar 19, 2024 to Apr 26, 2024factForm ADV

Dated events

Occurred
Jul 30, 2025
Advisor changed firm
Victoria Blake Burress left Austin Asset for Greenup Street Wealth Management Llc (registered 2025-10-13)
Form ADVobserved 3 days ago
Occurred
Apr 26, 2024
Advisor changed firm
Danqin Fang left Austin Asset for Wealth Beyond Math (registered 2024-10-22)
Form ADVobserved 3 days ago
Occurred
Mar 19, 2024
Control person left
Lee Kristin Jaggard (Chief Financial Officer) no longer on Schedule A of Austin Asset (listed 2023-12-11, absent 2024-03-19)
Form ADVobserved 3 days ago
Occurred
Mar 8, 2022
Advisor changed firm
Thomas James Stevenson left Austin Asset for Avant Financial Advisors (registered 2022-02-13)
Form ADVobserved 3 days ago
Occurred
Mar 14, 2020
Control person joined
Lee Kristin Jaggard (Chief Financial Officer) appeared on Schedule A of Austin Asset
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d9f003ca-1609-77b2-1f87-2144fe53672d
First observed: Apr 2, 2012
Last observed: Feb 27, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AUSTIN ASSET

AUSTIN ASSET MANAGEMENT CO, CRD 105441

AUSTIN, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d9f003ca-1609-77b2-1f87-2144fe53672d

Data as of Feb 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:34 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

WILLIAM ERIC HEHMAN

Certified Financial Planner

AUSTIN, TX

n/a

GREGORY SCOTT VAN WYK

Certified Financial Planner

AUSTIN, TX

n/a

JONATHAN DAVID DAVISON

Certified Financial Planner

AUSTIN, TX

JAMIE KEY ILEKS

Certified Financial Planner

AUSTIN, TX

n/a

WILLIAM THOMAS WIKE

Certified Financial Planner

AUSTIN, TX

n/a

JESSICA MOLLER FORREST

Certified Financial Planner

AUSTIN, TX

Alexandra Mary Bequette

Certified Financial Planner

AUSTIN, TX

n/a

Laura Frese Stitt

Certified Financial Planner

AUSTIN, TX

n/a

Samantha Kate Gorny

n/a

AUSTIN, TX

n/a

YUANYUAN CHE

Certified Financial Planner

AUSTIN, TX

ALEXIS SABRINA GARZA

Certified Financial Planner

AUSTIN, TX

JACK DANIEL COWLING

Chartered Financial Analyst

AUSTIN, TX

Preeti Narayan

Certified Financial Planner

AUSTIN, TX

David Scott Walker

n/a

AUSTIN, TX

GUILLERMO ENRIQUE PESTANA MULLER

n/a

AUSTIN, TX

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HEHMAN, WILLIAM, ERIC

CHIEF EXECUTIVE OFFICER

yes

07/2000

Feb 27, 2026

VAN WYK, GREGORY, SCOTT

EXECUTIVE VICE PRESIDENT OFFICER

yes

01/2010

Feb 27, 2026

DAVISON, JONATHAN, DAVID

CHIEF INVESTMENT OFFICER

yes

01/2010

Apr 2, 2012

Apr 26, 2024

Bequette, Alexandra, Mary

Shareholder

01/2023

Feb 27, 2026

LOOTS, ALLISON, LEE

Shareholder

01/2024

Feb 27, 2026

WIKE, WILLIAM, THOMAS

Shareholder

01/2021

Feb 27, 2026

City

State

Country

Employees

Also broker-dealer

Georgetown

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 27, 2026

$1.9B

n/a

2024

Mar 13, 2025

$1.7B

n/a

2023

Mar 19, 2024

$1.5B

n/a

2022

Mar 30, 2023

$1.3B

n/a

2021

Mar 8, 2022

$1.4B

n/a

2020

Mar 12, 2021

$1.2B

n/a

2019

Mar 14, 2020

$1.0B

n/a

2018

Mar 19, 2019

$846M

$835M

n/a

2017

Mar 13, 2018

$856M

$829M

n/a

2016

Jan 12, 2017

$775M

$746M

n/a

2015

Feb 5, 2016

$634M

n/a

2014

Mar 26, 2015

$624M

n/a

2013

Mar 31, 2014

$575M

n/a

2012

Apr 1, 2013

$490M

n/a

2011

Apr 2, 2012

$463M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.9B

$1.7B

12.3%

$1.3B

13.9%