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LUCIEN STIRLING & GRAY ADVISORY GROUP INC
CRD 112641 · SEC 801-79381
7800 N. MOPAC EXPY, SUITE 340, AUSTIN, TX, 78759, United States
Phone
512-458-2517
Fax
512-458-3120
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$146.6M
Discretionary AUM
$102.2M
Team
5 total employees; 3 advisory reps; 19 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 96 | $34.9M |
| High net worth individuals | 50 | $108.7M |
| Pension/profit sharing plans | 1 | $2.9M |
States served
TX, NH
All web addresses on file
Official SEC filing: View on IAPD