| As of Date | 03/12/2026 |
| Registration | SEC, Approved, 08/20/2021 |
| ADV Location | CANADIAN, TX, United States |
| Contact Info | 806 xxxxxxx |
| Websites |
| AUM* | 94,889,896 53% |
| of that, discretionary | 94,889,896 53% |
| Number of Employees | 7 -13% |
| of those in investment advisory functions | 3 200% |
| Private Fund GAV* | 0 |
| Avg Account Size | 94,889,896 53% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds