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Chief Compliance Officer & Chief Investment Officer · Austin Asset

Jonathan D. Davison

CRD 4559738 · Named on Form ADV at one SEC-registered adviser

At a glance

Austin Asset, an SEC-registered wealth manager based in Austin, TX with $1.9 billion in regulatory assets, lists Jonathan D. Davison on its Form ADV as Chief Compliance Officer & Chief Investment Officer, a control person.

Firms and roles

  • Austin AssetChief Compliance Officer & Chief Investment OfficerWealth manager · Austin, TX · $1.9B in regulatory assets

AtlasMembers

Jonathan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jonathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.