List of Family Offices in Austin 2026

Key Facts About Austin Family Offices

• Austin hosts an estimated 11 to 15 family offices, including single family offices (SFOs), multi-family offices (MFOs), virtual family offices (VFOs), and fractional family offices (FFOs).
• Most are SFOs formed after business exits. They focus on direct buyouts of lower middle-market companies in Texas.
• Wealth thresholds range from $10M at fractional firms like Echelon Financial to $100M or more for dedicated SFOs such as Glen Una Management Company.
• Venturi Private Wealth manages roughly $3 billion in assets under advisement. Blue Sage Capital manages over $1 billion in committed capital.
• Texas charges no state income tax, and Austin's tech ecosystem drives new family office formation in the city.
• Key sectors include professional services, manufacturing, real estate, consumer retail, and environmental solutions.
• At least three new offices launched between 2018 and 2020, each after the sale of an operating business to private equity buyers.

Austin's Family Office Landscape

Austin is a growing family office hub within Texas, smaller than Houston and Dallas by total assets under management but gaining ground each year. A recent industry ranking of the top 10 Texas family offices showed only one Austin-based office at $2 billion. By comparison, multiple Dallas offices manage $3 billion to $6 billion each, and Houston offices reach $20 billion. That gap reflects Austin's youth as a wealth center, not a lack of momentum.

The city's tech and startup ecosystem is the primary engine of new office formation. Founders who sell businesses often convert their liquidity into SFOs focused on buying other operating companies. Davenforth LLC launched in 2020 after its principals sold WLE to BrightView Landscapes (NYSE: BV). SGH Strategic Investment Partners formed in 2019 after a land surveying and engineering firm sold to private equity. Capital Creek Partners opened in 2018 to serve newly liquid families with institutional-quality private market access.

The mix of family offices in Austin differs from other Texas cities. Houston's firms tend to be rooted in energy wealth. Dallas offices lean toward large, diversified fund structures. Austin offices are smaller, entrepreneur-driven, and oriented toward direct investments in operating businesses. The city also supports alternative models: REAP Financial runs a virtual family office (VFO) that coordinates external advisors, and Echelon Financial offers a fractional family office (FFO) starting at $10 million in net worth. These structures make wealth management services accessible to families below the traditional $100 million SFO threshold.

Family Office Comparison at a Glance

The following table summarizes the leading family offices in Austin, Texas by type, reported AUM, focus, and services. Most Austin SFOs do not publicly disclose AUM figures. Dashes indicate unavailable data.

Family Office	Type	AUM Estimate	Investment Focus	Key Services	Location
Venturi Private Wealth	MFO (advisory)	~$3B	Financial planning, private investments	Planning, tax, exit strategy, FO services	Austin, TX
Blue Sage Capital	SFO/PE hybrid	$1B+	Environmental, manufacturing, services	Capital, strategy, operations	Austin, TX
Capital Creek Partners	MFO	—	Private markets, institutional access	Investment mgmt for FOs, foundations	Austin, TX
Caprock	MFO	—	UHNW wealth, impact investing	Wealth mgmt, private investments	Austin, TX
Glen Una Management	SFO	—	Real estate (commercial, industrial)	Hands-on asset management	Austin, TX
Treaty Oak Equity	SFO	—	Family business transitions	Funding, succession planning	Austin, TX
Davenforth LLC	SFO	—	Majority buyouts, $3M+ ARR	Operational support, growth capital	Austin, TX
Fields Texas Ltd.	SFO	—	Consumer/retail, Walmart ecosystem	Direct investment	Austin, TX
SGH Strategic Investment	SFO	—	TX services, manufacturing, hospitality	Growth, operational development	Austin, TX
Rocky Point Ventures	SFO	—	Industrial/manufacturing, $2–20M deals	Long-term business ownership	Austin, TX
Echelon Financial	FFO	—	Fractional FO advisory	Tax, investment, estate planning	Austin, TX
REAP Financial	VFO	—	Virtual FO coordination	Advisor coordination, tax, legal	Austin, TX

Venturi and Blue Sage are the only Austin offices with publicly reported AUM above $1 billion. The remaining firms operate with undisclosed assets, a common pattern among SFOs focused on direct deals rather than public fundraising.

Top Picks by Strategy

• Largest AUM: Venturi Private Wealth, with roughly $3 billion in managed assets and advisement, offers the broadest advisory platform in Austin, including private investment access and tax strategy.
• Top Real Estate Allocator: Glen Una Management Company manages over 11 million square feet of commercial, industrial, retail, and senior housing properties in 17 states.
• Most Active Deal Maker: Treaty Oak Equity has closed 6 deals, including Touchstone II (2024), PromoAdvantage (2022), and Boundless Network (2021), all targeting family-owned businesses.
• Best for Direct Buyouts: Davenforth LLC targets majority buyouts of companies with $3 million or more in annual recurring revenue. The firm completed two deals in September 2024 alone.
• Strongest MFO Platform: Capital Creek Partners provides institutional-quality private market access from offices in Austin, Houston, San Antonio, and Denver.
• Leading Impact Investor: Caprock pairs ultra-high-net-worth (UHNW) wealth management with dedicated impact investing, earning Barron's Top 100 RIA recognition from 2022 through 2025.
• Most Accessible Entry Point: Echelon Financial serves families with $10 million to $100 million net worth through a fractional model that avoids full-time overhead.
• Best for Texas Industrials: SGH Strategic Investment Partners targets control equity in Texas-based professional services, wholesale distribution, and manufacturing businesses.

Leading Office Profiles

Capital Creek Partners

Families, foundations, and endowments seeking institutional-grade private market access will find Capital Creek among the most relevant options in Austin. The firm operates as a multi-family office with a lean structure and a focus on long-term partnerships with top management teams. With offices in Austin, Houston, San Antonio, and Denver, partners gain geographic reach without sacrificing personalized service.

Capital Creek's founders came from some of the largest endowments in the country. Their approach mirrors institutional allocation strategy rather than traditional wealth advisory. That makes the firm a strong fit for families with complex, multi-asset portfolios.

Caprock

Caprock is the only Austin-based firm to win the Wealth Solutions Report "Family Office of the Year" award (2024). The firm combines UHNW wealth management with public and private options, including a dedicated impact investing track. That combination attracts founders, professional investors, government leaders, and multi-generational wealth families.

Caprock earned Barron's Top 100 RIA recognition every year from 2022 through 2025. Financial Advisor Magazine named it among America's top RIA firms in 2023, 2024, and 2025. Its Austin office at 1607 Nueces Street serves clients throughout Central Texas.

Glen Una Management Company

No Austin office matches Glen Una's scale in real estate. The firm manages the Levy Family Trust's portfolio of over 11 million square feet spanning commercial, industrial, retail, and senior housing properties in 17 states. Glen Una has operated since 1997 and takes a hands-on approach, optimizing property performance rather than delegating to third-party managers.

This level of direct oversight is rare among private wealth offices of any size. Families with major real estate holdings can look to Glen Una's model as a benchmark for operational control over physical assets.

Treaty Oak Equity

Owners of family businesses facing succession challenges should examine Treaty Oak's track record closely. The firm specializes in ownership transitions that preserve a company's legacy, culture, and values. Capital from two Texas family offices backs each deal.

Treaty Oak has closed six deals to date: Touchstone II and a second transaction in 2024, PromoAdvantage and DJ's Boudain in 2022, and Boundless Network in 2021. That pace of roughly one to two deals per year suggests disciplined selection. The firm's namesake, Austin's 500-year-old Treaty Oak, signals its emphasis on resilience and long-term commitment.

Davenforth LLC

Davenforth stands out for its speed and clarity of focus. Logan Brown and Bradley Roofner formed the office in 2020 after selling WLE to BrightView Landscapes (NYSE: BV). The firm targets majority buyouts of businesses with at least $3 million in annual recurring revenue, providing both operational support and growth capital.

In September 2024, Davenforth closed two deals (TeleCloud and Third Generation) in a single month. That pace, combined with its preference for customer-focused operators, makes Davenforth one of Austin's most active direct deal makers.

Fields Texas Ltd.

Few private wealth offices operate with as narrow a thesis as Fields Texas. The firm invests exclusively in companies where Walmart is, or could become, a major customer. William Fields, the late former president and CEO of Walmart's U.S. retail stores division, founded the firm.

The portfolio includes consumer goods partnerships, a television venture, and high-growth retail projects. Tech founders exploring retail distribution will not find this expertise elsewhere in Austin. Fields Texas sources deals through private market networks, making it one of the few Austin SFOs with a visible deal pipeline.

Blue Sage Capital

Blue Sage Capital manages over $1 billion in committed capital at the intersection of private equity and family office investing. Fund IV raised $618 million, and its Strategic Credit Fund added $287 million. The firm targets small middle-market companies with $5 million to $25 million in EBITDA, focusing on environmental solutions, niche manufacturing, and specialty services.

Portfolio companies include Clean Scapes, Skid Pro, and Impact Property Solutions. Blue Sage's scale and institutional approach set it apart from most Austin SFOs, which tend to pursue smaller, single-asset deals.

Venturi Private Wealth

Venturi is Austin's largest wealth management firm offering family office services, with roughly $3 billion in AUM and advisement. The firm sets a $2.5 million minimum, the lowest published threshold among Austin offices. Services span financial planning, tax strategy, liquidity and exit planning, and private capital deployment access.

Founder Russ Norwood built a team of over 18 advisors and analysts at the firm's Capital of Texas Highway office. As a registered investment advisor (RIA) operating as a fiduciary, Venturi provides fee transparency that many Austin SFOs, structured as private firms, do not.

SGH Strategic Investment Partners

SGH targets control equity positions in established Texas-based companies, with a focus on professional services, wholesale distribution, manufacturing, and hospitality. That sector focus reflects founder Sam Hanna's operational background: he built and sold a land surveying and engineering business to private equity before launching SGH in 2019.

SGH seeks companies where hands-on growth cultivation can unlock value. This approach fits well in Texas's dense market of privately held mid-market operators looking for patient capital and strategic guidance.

Echelon Financial

Families with $10 million to $100 million in net worth face a gap: too complex for standard advisors, too small for a dedicated SFO. Echelon Financial fills that gap with a fractional family office model. The firm delivers tax, investment, and estate planning without full-time staff overhead.

The FFO structure lets clients access family office-caliber advice on demand. For Austin families building wealth but not yet at the $100 million SFO threshold, Echelon offers a practical path to coordinated wealth preservation, family governance planning, and succession strategy.

Trends Shaping Austin's Family Office Market

Direct Buyouts of Lower Middle-Market Businesses

At least four Austin firms (Davenforth, Treaty Oak, SGH Strategic, and Fields Texas) actively source deals through private market networks. Their targets are typically Texas-based businesses with $3 million to $25 million in revenue, in sectors like services, manufacturing, and distribution. Davenforth completed two purchases in September 2024 alone, while Treaty Oak has closed six deals since 2021. Co-investment between these SFOs and outside partners is also growing, especially for larger transactions.

Tech Exits Fueling New Office Formation

Austin's startup ecosystem produces a steady stream of newly liquid entrepreneurs. Davenforth launched after a landscaping business sale to a NYSE-listed buyer. SGH formed after a PE exit in surveying and engineering. Capital Creek Partners opened in 2018 to serve this growing cohort of post-exit families seeking private market exposure.

Real Estate in Multiple Property Types

Glen Una Management Company holds over 11 million square feet in 17 states, spanning commercial, industrial, retail, and senior housing. This national scope sets Austin's real estate-focused firms apart from those in Dallas and Houston, which more often concentrate on local energy-related properties. Senior housing and industrial assets are emerging areas of focus for Austin-based managers.

Impact Investing and Values-Based Capital

Caprock offers dedicated impact investing options alongside its core UHNW wealth management services, an approach that earned the firm "Family Office of the Year" in 2024. Blue Sage Capital invests in environmental solutions companies such as Clean Scapes. Austin's culture of values-driven business shapes how several local firms deploy capital, with growing demand from next-generation family members.

How to Choose the Right Austin Family Office

Match your wealth level to the right office structure first. Austin offers all five types: SFOs for families with $100 million or more, MFOs starting around $25 million (Capital Creek, Caprock), FFOs from $10 million (Echelon Financial), VFOs for families wanting coordinated advisors without a dedicated team (REAP Financial), and advisory-based firms with lower minimums like Venturi's $2.5 million threshold.

Verify deal history before engaging any office that promises direct investment capability. Treaty Oak's six closed deals and Davenforth's three are visible through public deal records. Firms with no reported transactions may still be active, but the absence of verifiable deal flow should prompt deeper due diligence.

Check fiduciary status and fee structure. Caprock and Venturi operate as registered investment advisors bound by fiduciary duty. Review each firm's Form ADV filing with the SEC, which discloses fee arrangements, potential conflicts, and capital managed. Fee-only advisors eliminate commission conflicts that fee-based models may carry.

In a smaller market like Austin, niche fit matters more than brand recognition. Fields Texas invests solely in Walmart-adjacent consumer companies. SGH focuses on Texas-based industrial services. Capital Creek provides institutional private market exposure. Choosing a firm whose thesis matches your goals will deliver better outcomes than selecting the largest name.

Consider whether you need direct deal sourcing or portfolio management, because Austin's SFOs and MFOs serve different needs. SFOs like Davenforth and Treaty Oak buy businesses directly. MFOs like Caprock and Capital Creek manage diversified portfolios. Families seeking both may need to combine relationships, pairing an SFO's deal flow with an MFO's broader allocation strategy.

Which Family Office Fits Your Needs?

Ultra-high-net-worth families with $100 million or more in investable assets should explore Capital Creek Partners for institutional private market access. Caprock offers a multi-family platform with impact investing capability. Both provide the depth of service and broad mix of allocations that justify their UHNW focus. Families wanting a single-family structure can use Austin's post-exit SFO ecosystem as a model, building around a core team with outsourced specialist support.

Business owners planning a sale or navigating succession will find Treaty Oak Equity's focus on ownership transitions directly relevant, especially if preserving company culture matters. Davenforth targets operators with $3 million or more in recurring revenue who want a hands-on buyer rather than a financial sponsor. Both firms invest permanent family capital, which aligns incentives differently than traditional private equity.

Families in the $10 million to $50 million range (common among Austin's tech executives and mid-career entrepreneurs) can access services through Echelon Financial's fractional model or REAP Financial's virtual structure. Venturi Private Wealth, with its $2.5 million minimum and full planning platform, offers another path for families still building toward traditional SFO scale. For those with concentrated real estate holdings, Glen Una Management Company's 17-state portfolio shows what hands-on family office real estate management can achieve.

Methodology

This list of family offices in Austin TX was compiled using data from industry directories, wealth databases, SEC filings, and individual office websites. Sources include directories listing 11 active Austin offices with deal history and databases identifying 10 leading firms. Selection criteria required an Austin headquarters or a staffed Austin office, plus verifiable investment activity or client-facing services.

AUM figures appear only where publicly reported or disclosed in regulatory filings. Offices were evaluated on deal history, service breadth, focus, and published recognitions. Data reflects information available as of early 2025. Family offices are private entities, and many do not disclose assets or activity publicly. This guide covers the most visible and active offices but does not claim to be exhaustive.