Adviser Profile
| As of Date | 06/15/2026 |
| Registration | SEC, Approved, 03/13/2025 |
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| Former registrations | |
| ADV Location | CEDAR PARK, TX, United States |
| Contact Info | 737 xxxxxxx |
| Websites |
| AUM* | 162,000,000 53% |
| of that, discretionary | 162,000,000 53% |
| Number of Employees | 6 20% |
| of those in investment advisory functions | 6 20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 233,094 8% |
| % High Net Worth | 87.35% 436% |
| 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
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
162M
139M
116M
93M
69M
46M
23M
2025
2026
Private Funds
No private funds