| As of Date | 06/10/2026 |
| Registration | SEC, Approved, 05/21/2021 |
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| ADV Location | COLLEGE STATION, TX, United States |
| Contact Info | 979 xxxxxxx |
| Websites |
| AUM* | 177,592,784 3% |
| of that, discretionary | 0 |
| Number of Employees | 4 -20% |
| of those in investment advisory functions | 1 -80% |
| Private Fund GAV* | 0 |
| Avg Account Size | 818,400 14% |
| % High Net Worth | 33.63% -7% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds