Unclaimed Profile

Aaron Reed Stanley

TREATY OAK CAPITAL MANAGEMENT, L.P.·AUSTIN, Texas

Series 7, Series 63, Series 65Clean record24 years registeredTREATY OAK CAPITAL MANAGEMENT, L.P.

300 WEST 6TH STREET, AUSTIN, TX 78701CRD# 2958588Firm CRD# 120516

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Aaron Reed Stanley · AUSTIN, TX

Registration

CRD #2958588 · TREATY OAK CAPITAL MANAGEMENT, L.P. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TREATY OAK CAPITAL MANAGEMENT, L.P.

ENCLAVE ADVISORS, LLC

Feb 2020 – Apr 2025

AUSTIN, TX

TREATY OAK CAPITAL MANAGEMENT, L.P.

Jul 2002 – Jun 2012

AUSTIN, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · July 9, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TREATY OAK CAPITAL MANAGEMENT, L.P.

CRD 120516 · SEC 801-64107

AUM

$51M

Regulatory assets under management

Employees

3 client accounts

Services offered by TREATY OAK CAPITAL MANAGEMENT, L.P.

Per Form ADV

Selection of other advisers

Other

View all advisors at TREATY OAK CAPITAL MANAGEMENT, L.P. →

Introduction

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Frequently Asked Questions

What services does Aaron Reed Stanley offer?

Aaron Reed Stanley specializes in Wealth Management.

What are Aaron Reed Stanley's credentials?

Aaron Reed Stanley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Aaron Reed Stanley located?

Aaron Reed Stanley is based in AUSTIN, Texas, last registered with TREATY OAK CAPITAL MANAGEMENT, L.P..

How does Aaron Reed Stanley charge for services?

Aaron Reed Stanley's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TREATY OAK CAPITAL MANAGEMENT, L.P.?

TREATY OAK CAPITAL MANAGEMENT, L.P. has approximately 6 employees and manages $51M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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