Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 03/21/2024
Other registrations (1)
ADV Location OKLAHOMA CITY, OK, United States
Contact Info 405 xxxxxxx
Websites
AUM* 55,855,516 17%
of that, discretionary 55,855,516 17%
Number of Employees 2 100%
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 55,855,516 17%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

56M 48M 40M 32M 24M 16M 8M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees