Company Profile

As of Date 08/27/2026
ADV Location United States, OK
Websites
AUM* 250,000,000 4%
of that, discretionary 240,000,000 4%
Number of Employees 4
of those in investment advisory functions 3
Private Fund GAV* 59,380,879 -12%
Avg Account Size 478,927 7%
High Net Worth 88.96% -9%
SMA’s Yes
Private Funds 30 4

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

240M 206M 171M 137M 103M 69M 34M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

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