Adviser Profile
| As of Date | 06/23/2026 |
| Registration | SEC, Approved, 05/28/2025 |
|
|
|
| ADV Location | SOUTHLAKE, TX, United States |
| Contact Info | 817 xxxxxxx |
| Websites |
| AUM* | 148,381,816 |
| of that, discretionary | 148,381,816 |
| Number of Employees | 9 50% |
| of those in investment advisory functions | 5 67% |
| Private Fund GAV* | 0 |
| Avg Account Size | 168,424 |
| % High Net Worth | 7.41% |
| 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
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
148M
127M
106M
85M
64M
42M
21M
2025
2026
Private Funds
No private funds