| As of Date | 08/04/2026 |
| Registration | SEC, Approved, 01/13/2025 |
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| ADV Location | PLANO, TX, United States |
| Contact Info | 469 xxxxxxx |
| Websites |
| AUM* | 258,543,539 |
| of that, discretionary | 252,029,343 100% |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 290,825 |
| % High Net Worth | 26.38% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- A percentage of assets under your management
- Hourly charges
No private funds