Adviser Profile
| As of Date | 07/13/2026 |
| Registration | SEC, Approved, 02/07/2025 |
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| Former registrations | |
| ADV Location | ALBUQUERQUE, NM, United States |
| Contact Info | 505 xxxxxxx |
| Websites |
| AUM* | 212,050,883 67% |
| of that, discretionary | 207,110,201 67% |
| Number of Employees | 4 100% |
| of those in investment advisory functions | 4 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 495,446 -5% |
| % High Net Worth | 42.97% -41% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
207M
178M
148M
118M
89M
59M
30M
2025
2026
Private Funds
No private funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker025072885 | Stock NameAMERICAN CENTY ETF TR | $ Position$16,193,504 | % Position11.00% | $ Change19.00% | # Change3.00% |
| Stck Ticker61774R841 | Stock NameMORGAN STANLEY ETF TRUST | $ Position$14,078,214 | % Position9.00% | $ Change11.00% | # Change11.00% |
| Stck Ticker922020748 | Stock NameVANGUARD MALVERN FDS | $ Position$12,369,410 | % Position8.00% | $ Change21.00% | # Change21.00% |
| Stck Ticker921943858 | Stock NameVANGUARD TAX-MANAGED FDS | $ Position$8,651,079 | % Position6.00% | $ Change10.00% | # Change-1.00% |
| Stck Ticker025072703 | Stock NameAMERICAN CENTY ETF TR | $ Position$7,822,013 | % Position5.00% | $ Change19.00% | # Change13.00% |
| Stck Ticker025072349 | Stock NameAMERICAN CENTY ETF TR | $ Position$5,888,125 | % Position4.00% | $ Change25.00% | # Change10.00% |
| Stck Ticker922908769 | Stock NameVANGUARD INDEX FDS | $ Position$5,379,098 | % Position4.00% | $ Change15.00% | # Change0.00% |
| Stck Ticker46434G764 | Stock NameISHARES INC | $ Position$5,046,510 | % Position3.00% | $ Change22.00% | # Change-6.00% |
| Stck Ticker46641Q761 | Stock NameJ P MORGAN EXCHANGE TRADED F | $ Position$4,814,395 | % Position3.00% | $ Change15.00% | # Change-2.00% |
| Stck Ticker46641Q837 | Stock NameJ P MORGAN EXCHANGE TRADED F | $ Position$4,230,995 | % Position3.00% | $ Change17.00% | # Change17.00% |