Terry McDaniel & Company Investment Counsel Employee Directory

Financial ServicesTexas, United States11-50 Employees

Based in Austin, Texas, Terry McDaniel & Company Investment Counsel began in 1985 as an independent, family-owned advisory practice. The firm provides comprehensive investment counseling and portfolio management, investing directly in individual stocks and bonds to meet each client's specific requirements. Its client base includes families, retirement plans, trusts, and charitable organizations, with services ranging from full investment management to policy oversight for portfolios managed by multiple managers when needed. The firm is rooted in Texas values of loyalty, courtesy, and common sense.

The firm operates under a fiduciary standard as a registered investment adviser under the Investment Advisers Act of 1940 and is compensated solely by asset-based management fees. It maintains a small team of investment professionals based in Austin, focused on delivering investment counseling and portfolio management across client types.

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