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David Harding Featherston

Shadowridge Asset Management, LLC

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About David Harding Featherston

David Harding Featherston is a registered Investment Advisor Representative with Shadowridge Asset Management, LLC. David has been in the industry since May 2012 and holds a Series 65 license. David is a CPA and has experience in accounting, highway construction, and finance.

Firm Information

David Featherston is currently registered with Shadowridge Asset Management, LLC. Shadowridge Asset Management, LLC is a Registered Investment Advisor located in Austin, TX. The firm manages over $108 million in assets for approximately 905 clients. Their services include financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and corporations. They primarily serve high-net-worth individuals, individuals other than high-net-worth, and corporations or other businesses.
Shadowridge Asset Management, LLC

1001 S. CAPITAL OF TEXAS HIGHWAY

AUSTIN, TX 78746

$108.45M

Assets Under Management

8

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Featherston’s Registration & Firm History

TX

03/08/2013 - Present

Shadowridge Asset Management, LLC (AUSTIN TX)

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Licenses & Designations

IA

Issued 02/25/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Harding Featherston.
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