Spicewood Oaks Advisors, Inc. is a large advisory firm based in Austin. It manages $194.54 million of regulatory assets for 825 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Louisiana and Texas.
Spicewood Oaks Advisors provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Spicewood Oaks Advisors, Inc. is $194.54 million. The firm's AUM has grown by 39% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Spicewood Oaks Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Barton Lake Couch has been acting as President since 1 Jan 2008. Amber Jean Bell joined the executive team most recently as the Chief Compliance Officer.
The principal office where Spicewood Oaks Advisors, Inc. performs its advisory services is located at 4810 Spicewood Springs Road, Austin, TX 78759, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 512-527-8411 or by fax 512-527-8414. The normal business hours are 8:00 am - 5:00 pm by appointment on Monday - Friday. You can find more information about the New York firm at couchhallum.com.