Adviser Profile
| As of Date | 03/25/2026 |
| Registration | SEC, Approved, 08/07/2024 |
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| Former registrations | |
| ADV Location | AUSTIN, TX, United States |
| Contact Info | 512 xxxxxxx |
| Websites |
| AUM* | 174,315,751 62% |
| of that, discretionary | 174,315,751 62% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 355,746 -52% |
| % High Net Worth | 27.01% 7% |
| 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
- Other
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
174M
149M
125M
100M
75M
50M
25M
2024
2025
2026
Private Funds
No private funds