Company Profile

As of Date 02/24/2026
ADV Location United States, TX
Websites
AUM* 240,427,689 40%
of that, discretionary 240,427,689 40%
Number of Employees 3
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 679,174 19%
High Net Worth 43.09% -18%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

223M 191M 159M 127M 96M 64M 32M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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