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 10% |
| of that, discretionary | 120,572,068 10% |
| Number of Employees | 5 25% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 662,484 3% |
| % High Net Worth | 42.22% 9% |
| 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$26,415,990 | % Position11.00% | $ Change3.00% | # Change3.00% |
| Stck Ticker81369Y803 | Stock NameTechnology Select Sector SPDR ETF | $ Position$12,559,256 | % Position5.00% | $ Change2.00% | # Change-1.00% |
| Stck Ticker46434G103 | Stock NameiShares Core MSCI Emerging Markets ETF | $ Position$9,583,262 | % Position4.00% | $ Change0.00% | # Change2.00% |
| Stck Ticker46429B697 | Stock NameiShares MSCI USA Min Vol Factor ETF | $ Position$9,954,976 | % Position4.00% | $ Change7.00% | # Change6.00% |
| Stck Ticker922908744 | Stock NameVanguard Value ETF | $ Position$8,821,719 | % Position4.00% | $ Change8425.00% | # Change3299.00% |
| Stck Ticker46432F339 | Stock NameiShares MSCI USA Quality Factor ETF | $ Position$6,316,602 | % Position3.00% | $ Change-6.00% | # Change-7.00% |
| Stck Ticker921937835 | Stock NameVanguard Total Bond Market ETF | $ Position$7,520,746 | % Position3.00% | $ Change0.00% | # Change4.00% |
| Stck Ticker78462F103 | Stock Name SPDR SandP 500 ETF Trust | $ Position$6,405,852 | % Position3.00% | $ Change9.00% | # Change6.00% |
| Stck Ticker46432F396 | Stock NameiShares MSCI USA Momentum Factor ETF | $ Position$5,268,907 | % Position2.00% | $ Change2.00% | # Change10.00% |
| Stck Ticker921908844 | Stock NameVanguard Dividend Appreciation ETF | $ Position$3,927,329 | % Position2.00% | $ Change-1.00% | # Change0.00% |