| As of Date | 02/05/2026 |
| Registration | SEC, Approved, 10/15/2021 |
| ADV Location | EDMOND, OK, United States |
| Contact Info | 405 xxxxxxx |
| Websites |
| AUM* | 360,737,340 45% |
| of that, discretionary | 360,737,340 45% |
| Number of Employees | 11 10% |
| of those in investment advisory functions | 9 29% |
| Private Fund GAV* | 0 |
| Avg Account Size | 269,408 18% |
| % High Net Worth | 13.92% -5% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds