Adviser Profile
| As of Date | 02/19/2026 |
| Registration | SEC, Approved, 03/25/2016 |
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| ADV Location | HOUSTON, TX, United States |
| Contact Info | 713 xxxxxxx |
| Websites |
| AUM* | 357,815,556 35% |
| of that, discretionary | 357,081,365 41% |
| Number of Employees | 6 -25% |
| of those in investment advisory functions | 4 -20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 445,598 2% |
| % High Net Worth | 50.92% 11% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
357M
306M
255M
204M
153M
102M
51M
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Private Funds
No private funds