AdvisorOS Directory
Claim Profile
AS

Aaron Reed Stanley

TREATY OAK CAPITAL MANAGEMENT, L.P.·AUSTIN, Texas
Unclaimed Profile
300 WEST 6TH STREET, AUSTIN, TX 78701CRD# 2958588Firm CRD# 120516
01

About

Aaron Reed Stanley is a registered financial advisor based in AUSTIN, Texas, affiliated with TREATY OAK CAPITAL MANAGEMENT, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
TREATY OAK CAPITAL MANAGEMENT, L.P.
TREATY OAK CAPITAL MANAGEMENT, L.P.
AUM
$51M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at TREATY OAK CAPITAL MANAGEMENT, L.P. →
Services
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2958588
Firm CRD# 120516
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in AUSTIN?

Browse all registered financial advisors in AUSTIN, Texas or claim this profile if it's yours.

Browse AUSTIN AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Aaron Reed Stanley offer?
Aaron Reed Stanley specializes in Wealth Management. Contact their office in AUSTIN, Texas for a consultation.
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, working with TREATY OAK CAPITAL MANAGEMENT, L.P.. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in AUSTIN
Elizabeth Erin Coker — BAG SECURITIES, L.L.C.Christopher Reid Manning — GREENBELT CAPITAL MANAGEMENT L.P.John Paul Cunningham — ACRISURE CAPITAL MANAGEMENT LLCDaniel Jonathan Young — OLD HICKORY PARTNERS MANAGEMENT, LPScott C. Kodak — JWKODAK CAPITAL MANAGEMENT LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)
City Guides
DALLAS GuideHOUSTON GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile