| As of Date | 03/16/2026 |
| Registration | SEC, Approved, 07/26/2024 |
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| ADV Location | TULSA, OK, United States |
| Contact Info | (91 xxxxxxx |
| Websites |
| AUM* | 1,168,282,243 22% |
| of that, discretionary | 114,984,071 100% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 11,233,483 -79% |
| % High Net Worth | 80.95% 62% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds