Austin Calvert & Flavin Inc is a large advisory firm based in San Antonio. It manages $396.7 million of regulatory assets for 141 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.
Austin Calvert & Flavin provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Austin Calvert & Flavin Inc is $396.7 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -80% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Austin Calvert & Flavin Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Henry John Herrmann has been acting as President since 1 Aug 1999. David Arthur Halloran has served as the Chief Investment Officer since 1 Oct 2004. Julie Johnson Lewis joined the executive team most recently as the Chief Compliance Officer.
The principal office where Austin Calvert & Flavin Inc performs its advisory services is located at 755 E. Mulberry, San Antonio, TX 78212, 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 210-353-0500 or by fax 210.353.0503. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday.