| As of Date | 06/30/2026 |
| Registration | SEC, Approved, 08/19/2019 |
| ADV Location | DALLAS, TX, United States |
| Contact Info | 214 xxxxxxx |
| AUM* | 95,696,757 60% |
| of that, discretionary | 95,696,757 60% |
| Number of Employees | 4 100% |
| of those in investment advisory functions | 4 300% |
| Private Fund GAV* | 0 |
| Avg Account Size | 15,949,460 -47% |
| SMA’s | Yes |
| Private Funds | 0 |
- Pooled investment vehicles
- Insurance companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
No private funds