| As of Date | 04/07/2026 |
| Registration | SEC, Approved, 09/22/2020 |
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| ADV Location | FRISCO, TX, United States |
| Contact Info | 866 xxxxxxx |
| Websites |
| AUM* | 182,298,168 25% |
| of that, discretionary | 182,298,168 25% |
| Number of Employees | 8 |
| of those in investment advisory functions | 7 40% |
| Private Fund GAV* | 0 |
| Avg Account Size | 380,581 21% |
| % High Net Worth | 19.27% -21% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds