| As of Date | 06/26/2026 |
| Registration | SEC, Approved, 03/18/2016 |
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| ADV Location | BEAUMONT, TX, United States |
| Contact Info | 409 xxxxxxx |
| Websites |
| AUM* | 365,197,944 19% |
| of that, discretionary | 365,197,944 19% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 740,767 7% |
| % High Net Worth | 36.53% 10% |
| SMA’s | Yes |
| Private Funds | 0 |
- 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker464287200 | Stock NameISHARES TR | $ Position$74,215,748 | % Position29.00% | $ Change22.00% | # Change6.00% |
| Stck Ticker69344A107 | Stock NamePGIM ETF TR | $ Position$17,863,081 | % Position7.00% | $ Change216.00% | # Change215.00% |
| Stck Ticker92189F643 | Stock NameVANECK ETF TRUST | $ Position$18,638,255 | % Position7.00% | $ Change3.00% | # Change-4.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$10,795,991 | % Position4.00% | $ Change26.00% | # Change2.00% |
| Stck Ticker46137V241 | Stock NameINVESCO EXCHANGE TRADED FD T | $ Position$7,598,959 | % Position3.00% | $ Change19.00% | # Change-1.00% |
| Stck Ticker92203C303 | Stock NameVANGUARD BD INDEX FDS | $ Position$6,619,824 | % Position3.00% | $ Change3.00% | # Change3.00% |
| Stck Ticker922042775 | Stock NameVANGUARD INTL EQUITY INDEX F | $ Position$7,562,401 | % Position3.00% | $ Change21.00% | # Change9.00% |
| Stck Ticker78464A862 | Stock NameSPDR SERIES TRUST | $ Position$7,131,418 | % Position3.00% | $ Change92.00% | # Change1.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$6,237,762 | % Position2.00% | $ Change0.00% | # Change0.00% |
| Stck Ticker922908744 | Stock NameVANGUARD INDEX FDS | $ Position$4,891,025 | % Position2.00% | $ Change1.00% | # Change-9.00% |