| As of Date | 07/24/2026 |
| Registration | SEC, Approved, 06/27/2024 |
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| ADV Location | TULSA, OK, United States |
| Contact Info | (91 xxxxxxx |
| Websites |
| AUM* | 541,213,086 81% |
| of that, discretionary | 306,863,136 21% |
| Number of Employees | 14 40% |
| of those in investment advisory functions | 7 40% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,546,323 16% |
| % High Net Worth | 31.34% -19% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds