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Travis Penfield

818 Family Office, LLC
14 Years of Experience
Austin, TX
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Travis Penfield is a registered investment advisor at 818 Family Office, LLC, based in Austin, TX, with 14 years of industry experience. Travis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 8 more.

818 Family Office, LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$10M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $30.0M0.85%
$30M+0.50%

Fees are negotiable and may vary based on account size, portfolio complexity, and activity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3711 S Mopac Expy, Suite 150, Austin, TX, 78746

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
October 2019
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Travis is an Investment Adviser Representative at 49 Wealth Management, LLC, dedicating nearly all of his time to this role. He also works as a Fixed Insurance Sales Agent through 49 Financial, spending about 10-20% of his time on this activity, and is involved in several other ventures, including serving as a board member for CG Victory and Acts of Athletes, CEO of 25 Giving, and owner of Alongside, LLC.

Employment History
Current Registrations
818 Family Office, LLC
November 2025 - Present · 11 mos
Alongside, LLC
May 2025 - Present · 1 yr 5 mos
Oakwood Capital Securities, INC.Broker
January 2024 - Present · 2 yrs 9 mos
49 Financial
January 2023 - Present · 3 yrs 9 mos
Previous Registrations
Thrivent Advisor Network, LLC
June 2020 - December 2022 · 2 yrs 6 mos
Pks Advisory Services, LLC
January 2020 - July 2020 · 6 mos
Pks Advisory Services, LLC
November 2019 - November 2019 · 0 mos
Purshe Kaplan Sterling InvestmentsBroker
October 2019 - January 2024 · 4 yrs 3 mos
AXA Advisors, LLC
November 2012 - November 2019 · 7 yrs
AXA Advisors, LLCBroker
September 2012 - November 2019 · 7 yrs 2 mos
State Registrations24 states
ARAZCACOFLGAILINMAMNMOMTNCNENJNYOKORPATNTXVAWAWY
AdvisorBrokerBoth

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.
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