Overview
Assets Under Management: $147 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 50
Average Client Assets: $2.2 million
Frequently Asked Questions
LUCIEN STIRLING & GRAY ADVISORY GROUP INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112641), LUCIEN STIRLING & GRAY ADVISORY GROUP INC is subject to fiduciary duty under federal law.
LUCIEN STIRLING & GRAY ADVISORY GROUP INC is headquartered in AUSTIN, TX.
LUCIEN STIRLING & GRAY ADVISORY GROUP INC serves 50 high-net-worth clients according to their SEC filing dated March 11, 2026. View client details ↓
According to their SEC Form ADV, LUCIEN STIRLING & GRAY ADVISORY GROUP INC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
LUCIEN STIRLING & GRAY ADVISORY GROUP INC manages $147 million in client assets according to their SEC filing dated March 11, 2026.
According to their SEC Form ADV, LUCIEN STIRLING & GRAY ADVISORY GROUP INC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.19%
Average Client Assets: $2.2 million
Total Client Accounts: 574
Discretionary Accounts: 310
Non-Discretionary Accounts: 264
Regulatory Filings
CRD Number: 112641
Filing ID: 2069539
Last Filing Date: 2026-03-11 16:08:59