| As of Date | 04/23/2026 |
| Registration | SEC, Approved, 04/26/2018 |
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| ADV Location | SAN ANTONIO, TX, United States |
| Contact Info | 210 xxxxxxx |
| Websites |
| AUM* | 311,919,499 24% |
| of that, discretionary | 311,888,246 32% |
| Number of Employees | 6 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 849,917 15% |
| % High Net Worth | 40.60% 146% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds