| As of Date | 04/21/2026 |
| Registration | SEC, Approved, 06/08/2021 |
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| ADV Location | FORT WORTH, TX, United States |
| Contact Info | 817 xxxxxxx |
| Websites |
| AUM* | 209,957,416 15% |
| of that, discretionary | 209,957,416 20% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,627,577 16% |
| % High Net Worth | 67.44% 31% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- A percentage of assets under your management
- Hourly charges
No private funds