Preeti Narayan

AUSTIN ASSET

Austin, TX 78731

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CRD#: 6941554

Professional summary

Preeti Narayan, CFP® is a registered financial advisor currently at AUSTIN ASSET located in Austin, Texas.

Preeti is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Preeti has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Preeti Narayan'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®

CFP^®

Certified Financial Planner

Experience

Current

February 23, 2026 - Present

AUSTIN ASSET

Office #1: 7200 N. Mopac, Suite 315, Austin, TX 78731

RIA

CRD#: 105441

Austin, TX

Past

June 2, 2025 - January 15, 2026

CFM WEALTH PARTNERS LLC

RIA

CRD#: 305135

AUSTIN, TX

Past

May 7, 2018 - April 10, 2025

PLANTE MORAN FINANCIAL ADVISORS

RIA

CRD#: 112158

DENVER, CO

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".

AUSTIN ASSET

AUSTIN ASSET | JHM CONSULTING, INC. IS NEW FULL LEGAL NAME | JHM CONSULTING, INC. | AUSTIN ASSET MANAGEMENT CO

CRD#: 105441 / SEC#: 801-32217

RIA

Registered Investment Advisory firm - (6/9/1988 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
(2/23/2026)

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: 5/5/2018

Uniform Investment Adviser Law Examination

Current Firm

AUSTIN ASSET

AUSTIN ASSET | JHM CONSULTING, INC. IS NEW FULL LEGAL NAME | JHM CONSULTING, INC. | AUSTIN ASSET MANAGEMENT CO

CRD#: 105441 / SEC#: 801-32217

RIA

Registered Investment Advisory firm - (6/9/1988 Approved)

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Contact information

Main Address

7200 N. Mopac, Suite 315, Austin, TX 78731

Mailing Address

Phone number

(512) 453-6622

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A FEBRUARY 2026 (2/27/2026)

Regulatory assets under management

Total Number of Accounts	1,974
AUM (Assets Under Management)	$ 1,871,758,998

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/26/2024	Cover Page	Report

Red Flags

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

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Preeti Narayan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Preeti Narayan's CRS (Customer Relationship Summary).

Certified licenses

Experience

AUSTIN ASSET

CFM WEALTH PARTNERS LLC

PLANTE MORAN FINANCIAL ADVISORS

Primary Firm SEC Registration

AUSTIN ASSET

State Registrations and Notice Filings

Exams

Series 65

Date: 5/5/2018

Current Firm

AUSTIN ASSET

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

AUSTIN ASSET

TRUST BUT VERIFY

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