| As of Date | 05/13/2026 |
| Registration | SEC, Approved, 10/01/2024 |
| ADV Location | HOUSTON, TX, United States |
| Contact Info | 281 xxxxxxx |
| Websites |
| AUM* | 928,433 |
| of that, discretionary | 928,433 100% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 61,896 |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds