Stanton
Mcshurley

Dimensional Fund Advisors Lp

CRD#6047062
Investment Advisor
in Austin, TX
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About this Advisor

Stanton Mcshurley is a chartered financial analyst based in Austin, Texas, who has been in the advisory business for 10 years. Mcshurley is an advisor for Dimensional Fund Advisors Lp. Throughout their career, they have worked at Temple-Inland and Dimensional Fund Advisors. Mcshurley has a Series 63 license, which qualifies them as a securities agent, and is able to advise clients in Texas. Dimensional Fund Advisors Lp is a business that has its headquarters in Austin, Texas. The investment advisory business has offices in two locations and a total of 863 people on staff. It controls $637 billion in assets between its 465 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves nine charities and foundations. Of its 465 accounts, just 6% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Dimensional Fund Advisors Lp has a diverse array of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. A financial advisor's fees largely depend on which services are offered. However, fee types charged by Dimensional Fund Advisors Lp most likely are comprised of any combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

6300 Bee Cave Road Building One
Austin, TX 78746

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Dimensional Fund Advisors Lp Brokerage Details

Total Assets Under Management

$569,308,518,012

TX Average: $3,042,739,679
Total Number of Employees

1,001

TX Average: 49
Total Number of Accounts

468

TX Average: 2,315
Average Account Size

$1,216,471,192

TX Average: $1,314,358

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Stanton Mcshurley Work History

Stanton has 10 years of experience.

2012 - Present (7 years)

Dimensional Fund Advisors

2008 - 2012 (4 years)

Temple-Inland

Disclosures

Stanton Mcshurley has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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