| As of Date | 05/05/2026 |
| Registration | SEC, Approved, 02/12/2021 |
| ADV Location | DALLAS, TX, United States |
| Contact Info | 214 xxxxxxx |
| Websites |
| AUM* | 823,364,252 95% |
| of that, discretionary | 823,364,252 96% |
| Number of Employees | 4 100% |
| of those in investment advisory functions | 4 300% |
| Private Fund GAV* | 0 |
| Avg Account Size | 274,454,751 95% |
| SMA’s | Yes |
| Private Funds | 0 |
- Investment companies
- Insurance companies
- Corporations or other businesses not listed above
- Portfolio management for investment companies
- Portfolio management for businesses
- A percentage of assets under your management
No private funds