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TERRY MCDANIEL & COMPANY

SEC Form ADV profile.

Total regulatory AUM
$1,921,027,445
Discretionary
$1,741,044,759
Non-discretionary
$179,982,686

Firm details

CRD number
104732
SEC file number
801-24465
Main office
AUSTIN, TX, United States
Employees
13
SEC status
Approved
Fee structure
Percentage of AUM

As of October 2026.