| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 04/29/2020 |
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| ADV Location | TULSA, OK, United States |
| Contact Info | 918 xxxxxxx |
| Websites |
| AUM* | 174,816,740 37% |
| of that, discretionary | 81,939,892 40% |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 710,637 17% |
| % High Net Worth | 36.89% 17% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
No private funds