| As of Date | 03/10/2026 |
| Registration | SEC, Approved, 04/26/2019 |
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| ADV Location | LITTLE ROCK, AR, United States |
| Contact Info | (50 xxxxxxx |
| Websites |
| AUM* | 357,525,640 25% |
| of that, discretionary | 357,525,640 25% |
| Number of Employees | 9 -10% |
| of those in investment advisory functions | 8 14% |
| Private Fund GAV* | 0 |
| Avg Account Size | 162,512 28% |
| % High Net Worth | 13.68% 33% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker25434V708 | Stock NameDIMENSIONAL ETF TRUST | $ Position$62,174,594 | % Position20.00% | $ Change16.00% | # Change2.00% |
| Stck Ticker922908363 | Stock NameVANGUARD INDEX FDS | $ Position$41,457,442 | % Position13.00% | $ Change21.00% | # Change5.00% |
| Stck Ticker921943858 | Stock NameVANGUARD TAX-MANAGED FDS | $ Position$25,442,135 | % Position8.00% | $ Change18.00% | # Change6.00% |
| Stck Ticker922908769 | Stock NameVANGUARD INDEX FDS | $ Position$20,287,005 | % Position7.00% | $ Change10.00% | # Change-5.00% |
| Stck Ticker922908652 | Stock NameVANGUARD INDEX FDS | $ Position$18,310,678 | % Position6.00% | $ Change28.00% | # Change7.00% |
| Stck Ticker25434V799 | Stock NameDIMENSIONAL ETF TRUST | $ Position$17,957,528 | % Position6.00% | $ Change10.00% | # Change5.00% |
| Stck Ticker25434V831 | Stock NameDIMENSIONAL ETF TRUST | $ Position$15,444,944 | % Position5.00% | $ Change19.00% | # Change5.00% |
| Stck Ticker92206C565 | Stock NameVANGUARD SCOTTSDALE FDS | $ Position$16,942,588 | % Position5.00% | $ Change13.00% | # Change13.00% |
| Stck Ticker921909768 | Stock NameVANGUARD STAR FDS | $ Position$12,107,175 | % Position4.00% | $ Change6.00% | # Change-5.00% |
| Stck Ticker922042858 | Stock NameVANGUARD INTL EQUITY INDEX F | $ Position$10,292,327 | % Position3.00% | $ Change18.00% | # Change7.00% |