Austin B. Kroll

1900 WEALTH

San Antonio, TX 78215

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CRD#: 6398452

Professional summary

Austin Brannon Kroll, who also goes by Brannon Kroll, is a registered financial advisor currently at 1900 WEALTH located in San Antonio, Texas.

Austin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Austin has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brannon Kroll

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Austin Brannon Kroll's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 9, 2025 - Present

1900 WEALTH

Office #1: 1900 Broadway Suite 900, San Antonio, TX 78215

RIA

CRD#: 175346

San Antonio, TX

Past

January 27, 2022 - February 4, 2025

FROST INVESTMENT SERVICES

RIA

CRD#: 286129

SAN ANTONIO, TX

Past

June 22, 2017 - December 31, 2021

FROST INVESTMENT SERVICES

RIA

CRD#: 286129

SAN ANTONIO, TX

Past

October 20, 2014 - February 4, 2025

FROST BROKERAGE SERVICES, INC.

CRD#: 17465

SAN ANTONIO, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

1900 WEALTH

1900 WEALTH | MONTICELLO WEALTH MANAGEMENT, LLC | 1900 WEALTH MANAGEMENT LLC

CRD#: 175346 / SEC#: 801-105469

RIA

Registered Investment Advisory firm - (9/2/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(3/9/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/27/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/29/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/20/2014

General Securities Representative Examination

Current Firm

1900 WEALTH

1900 WEALTH | MONTICELLO WEALTH MANAGEMENT, LLC | 1900 WEALTH MANAGEMENT LLC

CRD#: 175346 / SEC#: 801-105469

RIA

Registered Investment Advisory firm - (9/2/2015 Approved)

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Contact information

Main Address

1900 Broadway Suite 900, San Antonio, TX 78215

Mailing Address

Phone number

(210) 736-7770

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 MARCH 2025 (3/19/2025)

Regulatory assets under management

Total Number of Accounts	911
AUM (Assets Under Management)	$ 2,268,162,325

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/05/2025	Cover Page	Report
10/04/2024	Cover Page	Report
10/13/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Austin B. Kroll

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Austin Brannon Kroll's CRS (Customer Relationship Summary).

Certified licenses

Experience

FROST INVESTMENT SERVICES

FROST INVESTMENT SERVICES

FROST BROKERAGE SERVICES, INC.

Primary Firm SEC Registration

1900 WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 5/27/2025

Series 63

Date: 3/29/2016

SIE

Date: 10/1/2018

Series 7

Date: 10/20/2014

Current Firm

1900 WEALTH

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

1900 WEALTH

TRUST BUT VERIFY

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