| As of Date | 06/29/2026 |
| Registration | SEC, Approved, 01/15/2025 |
| ADV Location | AUSTIN, TX, United States |
| Contact Info | (51 xxxxxxx |
| AUM* | 878,611,865 |
| of that, discretionary | 878,611,865 100% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 225,112 |
| % High Net Worth | 9.00% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name FGMK, LLC | Filing Date05/29/2026 | Form ADV-E View Report |