| As of Date | 06/16/2026 |
| Registration | SEC, Approved, 08/15/2024 |
| ADV Location | DALLAS, TX, United States |
| Contact Info | 214 xxxxxxx |
| Websites |
| AUM* | 464,203,737 |
| of that, discretionary | 464,203,737 100% |
| Number of Employees | 11 83% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 232,101,869 |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds