| As of Date | 06/17/2026 |
| Registration | SEC, Approved, 04/28/2017 |
|
|
|
| ADV Location | TULSA, OK, United States |
| Contact Info | 918 xxxxxxx |
| Websites |
| AUM* | 560,110,616 23% |
| of that, discretionary | 560,110,616 23% |
| Number of Employees | 7 75% |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 226,033 10% |
| % High Net Worth | 12.71% 414% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
No private funds