| As of Date | 04/29/2026 |
| Registration | SEC, Approved, 04/11/2022 |
| ADV Location | AUSTIN, TX, United States |
| Contact Info | 512 xxxxxxx |
| Websites |
| AUM* | 336,297,196 24% |
| of that, discretionary | 336,297,196 24% |
| Number of Employees | 3 -40% |
| of those in investment advisory functions | 3 -40% |
| Private Fund GAV* | 0 |
| Avg Account Size | 10,848,297 16% |
| SMA’s | No |
| Private Funds | 0 |
- Pension and profit sharing plans
- Pension consulting services
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
No private funds