Fee-only adviser · Lakeway, TX
Town Lake Capital Management
Town Lake Capital Management is a fee-only investment adviser registered with the securities regulators of Louisiana, Texas, with its main office in Lakeway, Texas. On its latest Form ADV, filed March 23, 2026, it reports $60M in regulatory assets under management, 31 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Louisiana, Texas |
|---|---|
| Firm CRD number | 173919 |
| Office | 3503 Wild Cherry Drive Building 1 Lakeway, TX 78738 |
| Phone | (512) 772-2718 |
| Website | www.townlakecapital.com |
| Regulatory assets under management | $60M |
| Individual clients | 10 non-high-net-worth, 21 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management, Pension consulting |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 23, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Lakeway
- Hamilton Financial Planning LLC $61M
- Texas Asset Management $65M
- Jeff Elliott, Cfp® $22M
- Coyle Capital, LLC $925M
- Emerging Oaks Capital LLC $6.8M
See all 6 fee-only advisers in Lakeway →
Nearby
- Bee Cave 1 firm
- West Lake Hills 1 firm
- Cedar Park 7 firms
- Austin 125 firms
- Leander 3 firms
- Dripping Springs 2 firms
- Round Rock 8 firms
- Wimberley 1 firm
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