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Austin Hopper

23 Years of Experience
Dallas, TX

Austin Hopper is a registered investment advisor at Awh Capital, L.P., based in Dallas, TX, with 23 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $130M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$126.1M average
Assets Under Management
$126.1M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

AWH Capital receives management fees and performance allocations from the fund. The annual management fee is 1% of each investor's capital account balance, paid quarterly in advance. AWH Capital also receives an annual performance allocation of 20% of the net profits allocated to each investor's capital account, subject to certain adjustments and limitations.

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Location

3899 Maple Avenue, Suite 490, Dallas, TX, 75219

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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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Employment History
Current Registrations
Awh Capital, L.P.
May 2008 - Present · 18 yrs
Previous Registrations
Awh Investment Management, LLC
January 2005 - June 2008 · 3 yrs 5 mos
Awh Investment Management, LLC
April 2004 - December 2004 · 8 mos
Awh Investment Management, LLC
November 2002 - December 2003 · 1 yr 1 mo
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Austin Hopper - Financial Advisor | TrueAdvisor