Adviser Profile

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

Adviser Type

- Related adviser

Client Types

- Pooled investment vehicles
- Insurance companies

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

96M 82M 68M 55M 41M 27M 14M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary