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Adviser Profile

As of Date 07/25/2025
Adviser Type - Large advisory firm
Number of Employees 1 -90.00%
of those in investment advisory functions 1
Registration Texas, Terminated, 04/12/2016
Other registrations (1)
AUM* 224,308,117 -64.72%
of that, discretionary 224,308,117 -64.41%
Private Fund GAV* 0 -100.00%
Avg Account Size 548,431 300.36%
% High Net Worth 22.08% 1794.81%
SMA’s Yes
Private Funds 0 1
Contact Info 512 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

722M 619M 516M 413M 310M 206M 103M
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary