| As of Date | 01/16/2026 |
| Registration | SEC, Approved, 07/06/2019 |
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| ADV Location | HOUSTON, TX, United States |
| Contact Info | 281 xxxxxxx |
| Websites |
| AUM* | 390,930,642 91% |
| of that, discretionary | 390,930,642 91% |
| Number of Employees | 7 40% |
| of those in investment advisory functions | 7 40% |
| Private Fund GAV* | 0 |
| Avg Account Size | 499,911 45% |
| % High Net Worth | 23.61% -15% |
| 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
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
No private funds