| As of Date | 09/09/2026 |
| Registration | SEC, Approved, 07/05/2018 |
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| ADV Location | MANSFIELD, TX, United States |
| Contact Info | 817 xxxxxxx |
| Websites |
| AUM* | 438,057,650 37% |
| of that, discretionary | 311,515,187 35% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 713,449 11% |
| % High Net Worth | 59.09% 13% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds