Oxbow Advisors
47yrs
Top advisor by experience in Austin
16yrs
Derek Su
Financial advisor at Arax Advisory Partners
Derek Su has worked in the financial industry for 16 years and is a fiduciary financial advisor based in Austin, Texas. After five years at U.S. Capital Wealth Advisors and seven years at Usca RIA, Derek joined Arax Advisory Partners in 2026, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 3498 advisors with offices in Austin, and one of 3168 fiduciaries.
At a glance
Experience16 years (since 2011)
How that compares ?More experience than 58% of advisors in Austin
Office300 West 6th Street, Suite 1900, Austin, TX 78701
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee, Other
Typical client at the firm ?$1.6 million
Advisors at the firm233
States licensed ?1 state
Services through Arax Advisory Partners
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jul 2026 – nowArax Advisory PartnersCurrent firm
- 2021 – 2026U.S. Capital Wealth Advisors, LLCPreviously
- 2014 – 2021Usca RIA LLCPreviously
- 2011 – 2014Wells Fargo Clearing Services, LLCPreviously
Questions to ask Derek
Tailored to Derek’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Derek
How do I contact Derek?
Call Arax Advisory Partners at 646-777-1823 and ask for Derek Su. Derek works from the Austin, TX office.
How long has Derek been a financial advisor?
Derek has been in the industry since 2011, about 16 years. More experience than 58% of advisors in Austin.
What licenses does Derek hold?
Series 66. Tap any license on this page to see what it allows.
Is Derek a fiduciary?
Derek is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Derek paid?
Arax Advisory Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains, other fees. Ask Derek for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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