RG
RG

Robert Paul Gauntt

37 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningTax PlanningRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
143 clients
Average Client Portfolio
$8.7M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$50M
Financial Planning:Included in AUM fee
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Location

1608 W. 5th St., Suite 200, Austin, TX, 78703

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Robert serves on the board of The University of Texas Investment Management Company (UTIMCO) and participates in its Compensation and Risk Committees. He also serves as an uncompensated advisory board member for Treaty Oak Equity LLC and as a General Partner to Capstar Ventures LP, providing advisory services and assisting with fundraising.

Employment History
Current Registrations
Capital Creek Partners
February 2021 - Present · 5 yrs
Previous Registrations
Avalon Wealth Management LLCBroker
January 2013 - February 2019 · 6 yrs 1 mo
Avalon Advisors LLC
May 2001 - February 2019 · 17 yrs 9 mos
Morgan Stanley & CO., IncorporatedBroker
May 1996 - May 2001 · 5 yrs
Painewebber IncorporatedBroker
January 1991 - May 1991 · 4 mos
Goldman, Sachs & CO.Broker
November 1990 - June 1996 · 5 yrs 7 mos
Rotan Mosle INC.Broker
December 1988 - January 1991 · 2 yrs 1 mo
Painewebber IncorporatedBroker
September 1986 - December 1988 · 2 yrs 3 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.