Adviser Profile
| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 09/20/2024 |
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| Former registrations | |
| ADV Location | TULSA, OK, United States |
| Contact Info | 918 xxxxxxx |
| Websites |
| AUM* | 120,572,068 17% |
| of that, discretionary | 120,572,068 17% |
| Number of Employees | 5 25% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 662,484 1% |
| % High Net Worth | 42.22% 3% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
121M
104M
86M
69M
52M
35M
17M
2024
2025
2026
Private Funds
No private funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker46432F842 | Stock NameISHARES CORE MSCI EAFE ETF | $ Position$25,639,149 | % Position11.00% | $ Change122.00% | # Change109.00% |
| Stck Ticker81369Y803 | Stock NameSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $ Position$12,289,296 | % Position5.00% | $ Change900.00% | # Change664.00% |
| Stck Ticker46429B697 | Stock NameISHARES MSCI USA MIN VOLFACTOR ETF | $ Position$9,299,057 | % Position4.00% | $ Change210.00% | # Change198.00% |
| Stck Ticker46434G103 | Stock NameISHARES CORE MSCI EMERGING MARKETS ETF | $ Position$9,629,963 | % Position4.00% | $ Change86.00% | # Change57.00% |
| Stck Ticker46432F339 | Stock NameISHARES MSCI USA QUALITYFACTOR ETF | $ Position$6,690,621 | % Position3.00% | $ Change192.00% | # Change155.00% |
| Stck Ticker922908744 | Stock NameVANGUARD VALUE INDEX FUND ETF SHARES | $ Position$7,544,687 | % Position3.00% | $ Change109.00% | # Change88.00% |
| Stck Ticker921937835 | Stock NameVANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | $ Position$7,553,797 | % Position3.00% | $ Change156.00% | # Change157.00% |
| Stck Ticker92203J407 | Stock NameVANGUARD TOTAL INTERNATIONAL BOND INDEXFUND ETF SHARES | $ Position$3,758,231 | % Position2.00% | $ Change574.00% | # Change614.00% |
| Stck Ticker808524763 | Stock NameSCHWAB FUNDAMENTAL U S SMALL COMPANY ETF | $ Position$3,676,930 | % Position2.00% | $ Change598.00% | # Change494.00% |
| Stck Ticker46435GAA0 | Stock NameISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $ Position$4,942,019 | % Position2.00% | $ Change331.00% | # Change331.00% |