Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 04/07/2021
Other registrations (1)
ADV Location PROSPER, TX, United States
Contact Info 214 xxxxxxx
Websites
AUM* 140,560,725 31%
of that, discretionary 140,560,725 31%
Number of Employees 3
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 471,680 29%
% High Net Worth 27.78% -2%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Other investment advisers

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

141M 120M 100M 80M 60M 40M 20M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary