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Aaron Reed Stanley

TREATY OAK CAPITAL MANAGEMENT, L.P.·AUSTIN, Texas
Clean recordTREATY 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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.

Introduction

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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
View on FINRA BrokerCheck →

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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.
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Brad Louis Beago
AUSTIN, TX

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