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TERRY MCDANIEL & COMPANY

AUSTIN, TX · CRD 104732 · IAPD ↗ · tmcdanco.com · 512-495-9500

$1.92BRegulatory AUM
7Advisory reps
13Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — TERRY MCDANIEL & COMPANY now reports custody of client assets ($308.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.