Adviser Profile
| As of Date | 03/25/2026 |
| Registration | SEC, Approved, 07/03/2025 |
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| Former registrations | |
| ADV Location | SPRING, TX, United States |
| Contact Info | 281 xxxxxxx |
| Websites |
| AUM* | 148,431,321 26% |
| of that, discretionary | 138,168,848 24% |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 306,676 1% |
| % High Net Worth | 15.61% 40% |
| 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
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
138M
118M
99M
79M
59M
39M
20M
2025
2026
Private Funds
No private funds