Adviser Profile
| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 06/20/2024 |
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| Former registrations | |
| ADV Location | DALLAS, TX, United States |
| Contact Info | 307 xxxxxxx |
| AUM* | 199,381,449 47% |
| of that, discretionary | 199,381,449 47% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 6,230,670 231% |
| % High Net Worth | 68.75% -8% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- 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
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
199M
171M
142M
114M
85M
57M
28M
2024
2025
2026
Private Funds
No private funds