Adviser Profile
| As of Date | 02/24/2026 |
| Registration | SEC, Approved, 10/23/2020 |
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| ADV Location | AMARILLO, TX, United States |
| Contact Info | 806 xxxxxxx |
| Websites |
| AUM* | 223,042,193 42% |
| of that, discretionary | 223,042,193 42% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 705,830 17% |
| % High Net Worth | 54.55% -20% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
223M
191M
159M
127M
96M
64M
32M
2020
2021
2022
2023
2024
2025
2026
Private Funds
No private funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$17,087,878 | % Position8.00% | $ Change12.00% | # Change-2.00% |
| Stck TickerG29183103 | Stock NameEATON CORP PLC | $ Position$13,372,924 | % Position7.00% | $ Change18.00% | # Change-1.00% |
| Stck Ticker244199105 | Stock NameDEERE & CO | $ Position$11,404,619 | % Position6.00% | $ Change11.00% | # Change-1.00% |
| Stck Ticker478160104 | Stock NameJOHNSON & JOHNSON | $ Position$11,132,521 | % Position5.00% | $ Change3.00% | # Change-1.00% |
| Stck Ticker747525103 | Stock NameQUALCOMM INC | $ Position$10,579,597 | % Position5.00% | $ Change44.00% | # Change1.00% |
| Stck Ticker931142103 | Stock NameWALMART INC | $ Position$9,612,376 | % Position5.00% | $ Change-10.00% | # Change-1.00% |
| Stck Ticker384802104 | Stock NameWW GRAINGER INC | $ Position$10,737,637 | % Position5.00% | $ Change24.00% | # Change-1.00% |
| Stck Ticker92826C839 | Stock NameVISA INC | $ Position$8,268,834 | % Position4.00% | $ Change14.00% | # Change0.00% |
| Stck Ticker502431109 | Stock NameL3HARRIS TECHNOLOGIES INC | $ Position$7,571,904 | % Position4.00% | $ Change-15.00% | # Change1.00% |
| Stck Ticker68389X105 | Stock NameORACLE CORP | $ Position$8,666,527 | % Position4.00% | $ Change-1.00% | # Change0.00% |