Adviser Profile
| As of Date | 08/31/2026 |
| Registration | SEC, Approved, 01/10/2025 |
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| Former registrations | |
| ADV Location | LEANDER, TX, United States |
| Contact Info | 512 xxxxxxx |
| Websites |
| AUM* | 146,064,973 36% |
| of that, discretionary | 137,259,668 37% |
| Number of Employees | 8 |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 165,795 8% |
| % High Net Worth | 24.84% 124% |
| 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
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
141M
121M
101M
81M
60M
40M
20M
2024
2025
2026
Private Funds
No private funds