Company lists · Data refreshed September 2026

Top 25 Family office investment firms based in Austin, United States

Name: Family office investment firms based in Austin, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 106 companies tracked

RevenueBase identified 106 family office investment firms headquartered in Austin, United States as of September 2026 and tracks 685 professional contacts across them, including 322 with verified work emails. Across the United States, New York is the largest hub for this category (492 companies); Austin has 106.

This list covers family office investment firms headquartered in Austin, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

106Companies

685Contacts tracked

322Verified emails

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The 25 largest family office investment firms based in Austin, United States

Ranked by team size

Top 25 of 106 family office investment firms based in Austin, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to family office investment firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Capital Creek Partners	Strong evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	11-50	35 contacts →
	Strong evidence “Capital Creek Partners is a privately held investment firm serving influential families, endowments, foundations, and independent investment companies looking to expand their…” Source: RevenueBase Database · checked Sep 28, 2026
2	Legacy Star Capital Partners	Strong evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	n/a	31 contacts →
	Strong evidence “Legacy Star Capital Partners is a generalist, multi-family office founded, Private Equity firm focused on private debt and equity investment opportunities in Energy, Real Estate…” Source: RevenueBase Database · checked Sep 28, 2026
3	Socha Capital	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	11-50	30 contacts →
	Indirect evidence “Welcome to Socha Capital, a premier consultancy specializing in wealth strategies.” Source: RevenueBase Database · checked Sep 28, 2026
4	PER Stirling Capital Management, LLC	Partial evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	11-50	29 contacts →
	Partial evidence “Per Stirling is an independent, fiduciary, and award-winning wealth management firm, with offices in Austin and Dallas.” Source: RevenueBase Database · checked Sep 28, 2026
5	Austin Asset	Partial evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	11-50	29 contacts →
	Partial evidence “Investment decisions are as much about deciding how to manage your wealth as they are about deciding who should manage your wealth.” Source: RevenueBase Database · checked Sep 28, 2026
6	Austin Trust Company	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	11-50	27 contacts →
	Indirect evidence “Austin Trust Company holds the distinction of being the first private trust company chartered by the Texas Department of Banking, receiving charter number T-001 on November 23…” Source: RevenueBase Database · checked Sep 28, 2026
7	Reap Financial	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	11-50	26 contacts →
	Indirect evidence “At REAP Financial, we understand that everyone’s financial circumstances and goals are unique, so we create a comprehensive strategy to fit your specific needs.” Source: RevenueBase Database · checked Sep 28, 2026
8	Maslow Wealth Advisors	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	11-50	23 contacts →
	Indirect evidence “Maslow Wealth Advisors is a full-service Austin-based wealth planning and management fiduciary.” Source: RevenueBase Database · checked Sep 28, 2026
9	Christopher Investment Company	Strong evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	51-200	18 contacts →
	Strong evidence “Christopher Investment Company ("CIC") is a family office investing in real estate and alternative investments.” Source: RevenueBase Database · checked Sep 28, 2026
10	Oakwell Private Wealth Management LLC	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	14 contacts →
	Indirect evidence “At Oakwell Private Wealth, we believe our client’s situation is more complex than basic money management.” Source: RevenueBase Database · checked Sep 28, 2026
11	Meridian Wealth Advisors	Partial evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	12 contacts →
	Partial evidence “Meridian Wealth Advisors is an independent Registered Investment Advisor with more than 100 years of combined experience in offering customized wealth advisory and planning…” Source: RevenueBase Database · checked Sep 28, 2026
12	Harrell Investment Partners	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	12 contacts →
	Indirect evidence “Our mission is to create a clear path for building and sustaining wealth with a mix of services tailored to your financial goals.” Source: RevenueBase Database · checked Sep 28, 2026
13	Terry Mcdaniel & Company Investment Counsel	Strong evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	11-50	11 contacts →
	Strong evidence “Our firm began in Austin, Texas, in 1985 as an independent, family-owned investment counseling business.” Source: RevenueBase Database · checked Sep 28, 2026
14	Melange Capital Partners	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	10 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
15	Alpha Capital Management ACM	Partial evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	9 contacts →
	Partial evidence “Alpha Capital Management, an Austin, Texas based independent asset management firm, provides comprehensive wealth building services to individuals, families, endowments and trusts.” Source: RevenueBase Database · checked Sep 28, 2026
16	Skyline Wealth Strategies LLC	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Indirect evidence “Skyline Wealth Strategies is a boutique wealth advisory firm located in Austin, Tx.” Source: RevenueBase Database · checked Sep 28, 2026
17	Austin National Financial Services	Partial evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Partial evidence “Austin National Financial Services offers financial planning and investment management services to individuals, trusts, and retirement plans.” Source: RevenueBase Database · checked Sep 28, 2026
18	Durbin Bennett	Partial evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	11-50	7 contacts →
	Partial evidence “Durbin Bennett \| Private Wealth Management is an independent and privately owned Registered Investment Advisor dedicated to providing investment management and strategic wealth…” Source: RevenueBase Database · checked Sep 28, 2026
19	Integrated Wealth Strategies, LLC	Partial evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	11-50	7 contacts →
	Partial evidence “At IWS, we identify and protect what is most important to you, your business, and your family.” Source: RevenueBase Database · checked Sep 28, 2026
20	Redbud Advisors	Partial evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Partial evidence “Families with 30M–500M in complex wealth face a paradox: the more successful they become, the harder it is to find an advisor who can actually keep up.” Source: RevenueBase Database · checked Sep 28, 2026
21	Planwise Financial Group	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Indirect evidence “We are a boutique firm that focuses on providing the highest level of service to our clients.” Source: RevenueBase Database · checked Sep 28, 2026
22	Optas Capital	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Indirect evidence “Optas Capital is a forward-thinking wealth management and financial advisory firm dedicated to helping entrepreneurs, executives, and high-net-worth individuals achieve clarity…” Source: RevenueBase Database · checked Sep 28, 2026
23	Enzi Wealth	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Indirect evidence “ENZI Wealth is a boutique wealth management firm based in Austin, Texas.” Source: RevenueBase Database · checked Sep 28, 2026
24	Enclave Advisors, LLC	Strong evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Strong evidence “Enclave is an independent, registered investment advisory firm serving a select group of families and non-profit organizations.” Source: RevenueBase Database · checked Sep 28, 2026
25	Rembrandt Financial Group, LLC	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Indirect evidence “Maintaining and improving your standard of living, preparing for monetary independence in retirement; as well as helping to preserve your estate - these are the goals and the very…” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: family office investment firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names family office investment firms.
Partial evidence: Its own public description names part of family office investment firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name family office investment firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 106 family office investment firms based in Austin, United States

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Family office investment firms based in Austin, United States at a glance

As of Sep 28, 2026

47.0%Verified-email coverage

6.5Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Austin, so it is reported there. Company counts and contact totals on this page are exact for Austin, over 106 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among family office investment firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Austin, United States whose own description of what they do matches “family office investment firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names family office investment firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among family office investment firms, and records with no verified work email. Companies headquartered outside Austin are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 322 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Family office investment firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names family office investment firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many family office investment firms are there based in Austin, United States?

RevenueBase identified 106 family office investment firms headquartered in Austin, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Capital Creek Partners, headquartered in Austin, tops this list with the largest team on record.

Which city in the United States has the most family office investment firms?

New York leads the United States with 492 headquartered companies, followed by Dallas (186) and Chicago (172). Austin has 106.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 322 verified decision-maker contacts tracked across these 106 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.