Adviser Profile

As of Date 03/09/2026
Registration SEC, Approved, 02/23/2024
Other registrations (1)
ADV Location DALLAS, TX, United States
Contact Info 972 xxxxxxx
Websites
AUM* 211,500,000 -10%
of that, discretionary 210,000,000 -11%
Number of Employees 2 -33%
of those in investment advisory functions 1 -50%
Private Fund GAV* 0
Avg Account Size 304,755 -22%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

235M 201M 168M 134M 101M 67M 34M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary