| As of Date | 03/24/2026 |
| Registration | SEC, Approved, 12/02/2024 |
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| ADV Location | HOUSTON, TX, United States |
| Contact Info | 281 xxxxxxx |
| Websites |
| AUM* | 174,447,485 26% |
| of that, discretionary | 169,473,857 26% |
| Number of Employees | 5 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 312,071 -1% |
| % High Net Worth | 19.86% -15% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
No private funds