| Name | Title | Ownership | Since |
|---|---|---|---|
| Claude Kenneth Turlington | President | Under 5% | 2014 |
| Dina Renee Mason | Chief Compliance Officer | Under 5% | 2014 |
| Terry Pat McDaniel Control | Chairman/Trustee | 50-75% | 1985 |
Terry McDaniel & Company reports $1.8 billion in regulatory assets under management on its Form ADV.
Terry McDaniel & Company reports 12 employees.
Terry McDaniel & Company is based in Austin, TX and has been SEC-registered since 1985.
Terry McDaniel & Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2630 Exposition Blvd Ste 300, Austin, TX 78703 |
| Phone | 512-495-9500 |
| Fax | 512-495-9415 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.65B |
| Non-discretionary | $123.4M |
| Total (RAUM) | $1.78B |