Adviser Profile

As of Date 08/26/2026
Registration SEC, Approved, 02/24/2023
Other registrations (2)
ADV Location SOUTHLAKE, TX, United States
Contact Info 214 xxxxxxx
Websites
AUM* 318,000,000 74%
of that, discretionary 318,000,000 74%
Number of Employees 7
of those in investment advisory functions 7
Private Fund GAV* 0
Avg Account Size 262,376 19%
% High Net Worth 18.60% -28%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

318M 273M 227M 182M 136M 91M 45M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary