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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

TERRY MCDANIEL & COMPANY

CRD 104732

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:e6f90a07-7ceb-8d5d-db6b-05a9340192b2

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 0
On other graphs: 0
Observed: Mar 23, 2012 to Mar 31, 2026
27 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=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.9BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.7B
Private client RAUM: $1.9BderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $274Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 13
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 370
Individual clients: 122
High net worth clients: 248
Custody, client assets: $309M
SEC number: 801-24465
CRD: 104732
Filings on the tape: 27
First filed: Mar 23, 2012
Latest filed: Mar 31, 2026
Organised: Corporation, TX
Website: tmcdanco.com

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
CLAUDE KENNETH TURLINGTON	Chartered Financial Analyst	AUSTIN, TX	23	26	n/a	no
JEFFREY SCOTT LUCADO	Chartered Financial Analyst\|Chartered Investment Counselor	AUSTIN, TX	23	34	n/a	no
TERRY PAT MCDANIEL	Chartered Financial Analyst	Austin, TX	23	41	n/a	no
JOHN WELLS MCDANIEL	Chartered Financial Analyst	AUSTIN, TX	14	28	n/a	no
STEVEN KENT WINEGAR	Chartered Financial Analyst	AUSTIN, TX	14	20	n/a	no
MEREDITH LEE MCDANIEL	Chartered Financial Analyst	AUSTIN, TX	13	28	n/a	no
SHANNON DENISE PITCHER	n/a	AUSTIN, TX	5	26	4	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
MCDANIEL, TERRY, PAT	Chairman	D	yes	06/1985	Mar 23, 2012	Mar 28, 2024
THE JOHN WELLS MCDANIEL TRUST OF	Shareholder	C	no	12/2020	Mar 31, 2026	Mar 31, 2026
THE MEREDITH LEE MCDANIEL TRUST OF	Shareholder	C	no	12/2020	Mar 31, 2026	Mar 31, 2026
TURLINGTON, CLAUDE, KENNETH	PRESIDENT OFFICER	Na	no	10/2014	Mar 31, 2026	Mar 31, 2026
MASON, DINA, RENEE	CHIEF COMPLIANCE OFFICER	Na	no	06/2014	Mar 26, 2015	Mar 28, 2024
THE JOHN WELLS MCDANIEL TRUST OF 2020, TERRY P. MCDANIEL, TRUSTEE	Trustee	C	no	12/2020	Mar 30, 2021	Mar 28, 2024
THE MEREDITH LEE MCDANIEL TRUST OF 2020, TERRY P. MCDANIEL, TRUSTEE	Trustee	C	no	12/2020	Mar 30, 2021	Mar 28, 2024

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	Mar 31, 2026	$1.9B	$1.7B	13	7	0	n/a	n/a
2024	Apr 14, 2025	$1.8B	$1.7B	12	7	0	n/a	n/a
2023	Mar 28, 2024	$1.6B	$1.5B	12	7	0	n/a	n/a
2022	Mar 31, 2023	$1.4B	$1.2B	13	7	0	n/a	n/a
2021	Mar 31, 2022	$1.6B	$1.4B	14	7	0	n/a	n/a
2020	Mar 30, 2021	$1.3B	$1.2B	15	7	0	n/a	n/a
2019	Mar 30, 2020	$1.2B	$1.1B	15	7	0	n/a	n/a
2018	Mar 29, 2019	$1.0B	$910M	16	7	0	n/a	n/a
2017	Mar 29, 2018	$1.1B	$940M	15	6	0	n/a	n/a
2016	Mar 30, 2017	$950M	$819M	14	6	n/a	n/a	n/a
2015	Mar 28, 2016	$824M	$700M	14	6	n/a	n/a	n/a
2014	Mar 26, 2015	$883M	$713M	14	6	n/a	n/a	n/a
2013	Mar 31, 2014	$824M	$658M	13	6	n/a	n/a	n/a
2012	Mar 28, 2013	$687M	$540M	12	6	n/a	n/a	n/a
2011	Mar 23, 2012	$643M	$516M	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
0	0	0	0.0%	0	0	0	0	0

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	$1.8B	8.1%	$1.4B	11.7%	13	12	0	0

Relationships

Registered with (7)

← SHANNON DENISE PITCHERAdvisorregistration: current employment
Mar 12, 2021 to presentfactForm ADV
← MEREDITH LEE MCDANIELAdvisorregistration: current employment
Mar 12, 2013 to presentfactForm ADV
← JOHN WELLS MCDANIELAdvisorregistration: current employment
May 22, 2012 to presentfactForm ADV
← STEVEN KENT WINEGARAdvisorregistration: current employment
May 22, 2012 to presentfactForm ADV
← CLAUDE KENNETH TURLINGTONAdvisorregistration: current employment
Jan 2, 2003 to presentfactForm ADV
← JEFFREY SCOTT LUCADOAdvisorregistration: current employment
Jan 2, 2003 to presentfactForm ADV
← TERRY PAT MCDANIELAdvisorregistration: current employment
Jan 2, 2003 to presentfactForm ADV

Owns (4)

← TURLINGTON, CLAUDE, KENNETHOwnerPRESIDENT, ownership code NA, individual
Mar 26, 2015 to Mar 28, 2024factForm ADV
← MASON, DINA, RENEEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 26, 2015 to Mar 28, 2024factForm ADV
← THE JOHN WELLS MCDANIEL TRUST OF 2020, TERRY P. MCDANIEL, TRUSTEEOwnerTRUSTEE, ownership code C, domestic entity
Mar 30, 2021 to Mar 28, 2024factForm ADV
← THE MEREDITH LEE MCDANIEL TRUST OF 2020, TERRY P. MCDANIEL, TRUSTEEOwnerTRUSTEE, ownership code C, domestic entity
Mar 30, 2021 to Mar 28, 2024factForm ADV

Controls (1)

← MCDANIEL, TERRY, PATOwnerCHAIRMAN, ownership code D, individual
Mar 23, 2012 to Mar 28, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e6f90a07-7ceb-8d5d-db6b-05a9340192b2
First observed: Mar 23, 2012
Last observed: Mar 31, 2026 5 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.

TERRY MCDANIEL & COMPANY

CRD 104732

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:e6f90a07-7ceb-8d5d-db6b-05a9340192b2

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:08 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CLAUDE KENNETH TURLINGTON

Chartered Financial Analyst

AUSTIN, TX

n/a

JEFFREY SCOTT LUCADO

Chartered Financial Analyst|Chartered Investment Counselor

AUSTIN, TX

n/a

TERRY PAT MCDANIEL

Chartered Financial Analyst

Austin, TX

n/a

JOHN WELLS MCDANIEL

Chartered Financial Analyst

AUSTIN, TX

n/a

STEVEN KENT WINEGAR

Chartered Financial Analyst

AUSTIN, TX

n/a

MEREDITH LEE MCDANIEL

Chartered Financial Analyst

AUSTIN, TX

n/a

SHANNON DENISE PITCHER

n/a

AUSTIN, TX

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MCDANIEL, TERRY, PAT

Chairman

yes

06/1985

Mar 23, 2012

Mar 28, 2024

THE JOHN WELLS MCDANIEL TRUST OF

Shareholder

12/2020

Mar 31, 2026

THE MEREDITH LEE MCDANIEL TRUST OF

Shareholder

12/2020

Mar 31, 2026

TURLINGTON, CLAUDE, KENNETH

PRESIDENT OFFICER

10/2014

Mar 31, 2026

MASON, DINA, RENEE

CHIEF COMPLIANCE OFFICER

06/2014

Mar 26, 2015

Mar 28, 2024

THE JOHN WELLS MCDANIEL TRUST OF 2020, TERRY P. MCDANIEL, TRUSTEE

Trustee

12/2020

Mar 30, 2021

Mar 28, 2024

THE MEREDITH LEE MCDANIEL TRUST OF 2020, TERRY P. MCDANIEL, TRUSTEE

Trustee

12/2020

Mar 30, 2021

Mar 28, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$1.9B

$1.7B

n/a

2024

Apr 14, 2025

$1.8B

$1.7B

n/a

2023

Mar 28, 2024

$1.6B

$1.5B

n/a

2022

Mar 31, 2023

$1.4B

$1.2B

n/a

2021

Mar 31, 2022

$1.6B

$1.4B

n/a

2020

Mar 30, 2021

$1.3B

$1.2B

n/a

2019

Mar 30, 2020

$1.2B

$1.1B

n/a

2018

Mar 29, 2019

$1.0B

$910M

n/a

2017

Mar 29, 2018

$1.1B

$940M

n/a

2016

Mar 30, 2017

$950M

$819M

n/a

2015

Mar 28, 2016

$824M

$700M

n/a

2014

Mar 26, 2015

$883M

$713M

n/a

2013

Mar 31, 2014

$824M

$658M

n/a

2012

Mar 28, 2013

$687M

$540M

n/a

2011

Mar 23, 2012

$643M

$516M

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

$1.8B

8.1%

$1.4B

11.7%