| As of Date | 03/05/2026 |
| Registration | SEC, Approved, 03/24/2023 |
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| ADV Location | HOUSTON, TX, United States |
| Contact Info | (71 xxxxxxx |
| Websites |
| AUM* | 159,141,962 28% |
| of that, discretionary | 156,029,594 31% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,214,824 30% |
| % High Net Worth | 59.57% 12% |
| 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
- A percentage of assets under your management
- Hourly charges
No private funds