| As of Date | 04/13/2026 |
| Registration | SEC, Approved, 11/05/2018 |
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| ADV Location | FORT WORTH, TX, United States |
| Contact Info | 817 xxxxxxx |
| Websites |
| AUM* | 657,825,724 29% |
| of that, discretionary | 654,884,188 30% |
| Number of Employees | 9 |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 586,820 11% |
| % High Net Worth | 53.26% 24% |
| 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
- Hourly charges
No private funds