| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 03/06/2025 |
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| ADV Location | DALLAS, TX, United States |
| Contact Info | (46 xxxxxxx |
| Websites |
| AUM* | 413,201,562 |
| of that, discretionary | 413,201,562 |
| Number of Employees | 8 60% |
| of those in investment advisory functions | 5 25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 413,201,562 |
| SMA’s | No |
| Private Funds | 0 |
- Banking or thrift institutions
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds