| As of Date | 08/20/2026 |
| Registration | SEC, Approved, 08/07/2024 |
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| ADV Location | THE WOODLANDS, TX, United States |
| Contact Info | (28 xxxxxxx |
| Websites |
| AUM* | 273,427,616 51% |
| of that, discretionary | 257,092,004 42% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 259,173 -1% |
| % High Net Worth | 51.07% 0% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds