Adviser Profile
| As of Date | 02/06/2026 |
| Registration | SEC, Approved, 03/14/2025 |
|
|
|
| Former registrations | |
| ADV Location | MCALESTER, OK, United States |
| Contact Info | 918 xxxxxxx |
| Websites |
| AUM* | 118,999,578 11% |
| of that, discretionary | 118,999,578 11% |
| Number of Employees | 10 11% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 246,887 7% |
| % High Net Worth | 16.32% -5% |
| 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
- State or municipal government entities
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
119M
102M
85M
68M
51M
34M
17M
2025
2026
Private Funds
No private funds