Adviser Profile
| As of Date | 07/02/2026 |
| Registration | SEC, Approved, 10/29/2024 |
|
|
|
| Former registrations | |
| ADV Location | AUSTIN, TX, United States |
| Contact Info | (51 xxxxxxx |
| Websites |
| AUM* | 164,560,544 49% |
| of that, discretionary | 164,560,544 49% |
| Number of Employees | 6 20% |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 250,854 28% |
| % High Net Worth | 40.91% 59% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
165M
141M
118M
94M
71M
47M
24M
2024
2025
2026
Private Funds
No private funds