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None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Austin Asset Management invest in?","answer":"At the end of its last fiscal year, Austin Asset Management’s separately managed accounts held 89% registered funds (mutual funds, ETFs, BDCs), 7% exchange-traded equities, 3% cash and equivalents and 1% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Austin Asset Management?","answer":"Austin Asset Management’s direct owners are William Hehman, Gregory Van Wyk, Jonathan Davison, William Wike, Alexandra Bequette and Allison Loots, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 27 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Austin Asset Management get paid?","answer":"Austin Asset Management is paid through a percentage of assets under management and fixed fees. 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