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Your Family Investment Office | Autumn Lane Advisors

Excellence and service are non-negotiable

About us

Autumn Lane Advisors is an independent wealth management firm that works closely with an exclusive group of families and individual investors. Our highly credentialed team is committed to helping our clients manage their wealth with objectivity, expertise, thought leadership and exceptional client service.

Our goal is to earn a client’s trust so they have the freedom and comfort to focus on what really matters—living a successful and significant life.

From a family office to a wealth management firm

In 2014, seeded with $100MM, we began as the investment office for a Texas-based family. Over the years we have expanded to offer full-service wealth management to multiple families and individuals. True to our roots, we maintain a family office culture and always will providing an uncommon level of personal attention and commitment to all of our clients.

As a fiduciary, we act in your best interest. As individuals, we go above and beyond what is expected, and each team member is dedicated to the success of their client.

How clients benefit from our family office structure

The unique character of our family investment office provides you with direct access to a variety of resources and exceptional investment opportunities not readily available.

Autumn Lane Advisors Leadership

Our firm is led by three partners, David Andrew, Steve Oldham, and Scott Wilmoth, with almost six decades of cumulative financial experience.

David E. Andrew, CFA

Founding Partner

Prior to forming Autumn Lane Advisors, Mr. Andrew was a Director with Credit Suisse Private Bank and a Vice President with Goldman Sachs Private Wealth Management. He also worked within the Investment Banking Group of Lehman Brothers.

He graduated magna cum laude from the University of Texas at Austin with a BBA in finance and earned his MBA from the University of Chicago. He is a CFA charter holder and a member of the Houston Society of Financial Analysts. Mr. Andrew is married with three children and lives with his family in Houston, Texas.

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Steven D. Oldham, CFA

Partner

Mr. Oldham started his career as a financial analyst working with buy-side and sell-side firms, and subsequently spent 15 years in public corporate financial management. He currently serves on the Boards of Texas Mutual Insurance Company and Central Bank – Houston.

He graduated from the University of Texas at Austin with a BA in the Plan II Honors Program and a BBA in Honors Business. He earned his MBA from the University of Chicago and is a CFA charter holder. Mr. Oldham is married with three children and lives with his family in Houston, Texas.

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Scott M. Wilmoth

Partner

Scott Wilmoth is a Partner and CIO of Autumn Lane Advisors. Prior to joining Autumn Lane, Mr. Wilmoth was a portfolio manager with Citadel and oversaw a multi-billion-dollar energy and utility equity portfolio. Before joining Citadel, he was Vice President of Equity Research at Simmons & Co. Scott earned both his BA of Accounting and MS of Finance from the Mays Business School at Texas A&M University.

A native Houstonian, Scott resides in Houston with his wife and three children. Scott and his family are partners at Grace Bible Church and are active supporters of West Houston Young Life.

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