| As of Date | 06/08/2026 |
| Registration | SEC, Approved, 03/29/2024 |
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| ADV Location | SAN ANTONIO, TX, United States |
| Contact Info | 210 xxxxxxx |
| Websites |
| AUM* | 366,385,125 151% |
| of that, discretionary | 302,669,378 231% |
| Number of Employees | 12 -20% |
| of those in investment advisory functions | 10 |
| Private Fund GAV* | 0 |
| Avg Account Size | 734,239 34% |
| % High Net Worth | 47.29% 21% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
No private funds