49 Financial

Overview

49 Financial is an SEC registered investment adviser based in Austin, TX, registered since 2022. It reports $1.4B in assets under management across 6,257 accounts, with 167 employees. It has 146 investment adviser representatives.

Reported AUM

$1.4B

Discretionary

100%

Accounts

6,257

Average account

$224K

Employees

167

Advisory reps

146

Registered since

2022

Jurisdictions

38

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Commissions, Fixed Fees and Percentage of Assets

Executive officers 3 of 4

• Lucas Walter Miller Winskowski President CRD 4640493
• Hunter Ray Lloyd Owner CRD 6235656
• Austin Merle Graff Chief Investment Officer CRD 5194678

1 more executive officer, with direct contact details

Advisory reps 3 of 146

• Amber C Allen Registered Rep · Investment Adviser Rep CRD 5696964
• Nathan David Allen Insurance Agent · Investment Adviser Rep CRD 7577834
• Roy Clayton Anderson Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5656542

143 more advisory reps, with emails, phones and branch locations

Location

Headquarters

3711 S Mopac Expy Ste 150
Austin, TX 78746

County

Travis

Metro area

Austin-Round Rock-Georgetown, TX

Region

South

Registrations

• SEC registered
• Registered in 38 jurisdictions
• Website: livshin49.com

Every state, with registration dates

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