| As of Date | 08/07/2026 |
| Registration | SEC, Approved, 05/14/2025 |
|
|
|
| ADV Location | SHREVEPORT, LA, United States |
| Contact Info | 318 xxxxxxx |
| Websites |
| AUM* | 165,937,224 |
| of that, discretionary | 0 |
| Number of Employees | 6 50% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 245,107 |
| % High Net Worth | 20.95% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds