Adviser Profile
| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 01/13/2025 |
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| Former registrations | |
| ADV Location | HOUSTON, TX, United States |
| Contact Info | 281 xxxxxxx |
| Websites |
| AUM* | 340,816,273 22% |
| of that, discretionary | 44,822,657 118% |
| Number of Employees | 5 67% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,662,627 -37% |
| % High Net Worth | 76.64% 14% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Other investment advisers
- Corporations or other businesses not listed above
- Other
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
296M
254M
211M
169M
127M
85M
42M
2024
2025
2026
Private Funds
No private funds