| As of Date | 03/26/2026 |
| Registration | SEC, Approved, 03/26/2025 |
| ADV Location | SAN ANGELO, TX, United States |
| Contact Info | 325 xxxxxxx |
| Websites |
| AUM* | 318,309,236 |
| of that, discretionary | 318,309,236 100% |
| Number of Employees | 6 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 818,276 |
| % High Net Worth | 32.65% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
No private funds