| As of Date | 07/23/2026 |
| Registration | SEC, Approved, 08/27/2025 |
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| ADV Location | TULSA, OK, United States |
| Contact Info | 918 xxxxxxx |
| Websites |
| AUM* | 1,536,077,168 |
| of that, discretionary | 1,345,617,794 100% |
| Number of Employees | 27 |
| of those in investment advisory functions | 16 |
| Private Fund GAV* | 0 |
| Avg Account Size | 282,835 |
| % High Net Worth | 9.93% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Pension and profit sharing plans
- Insurance companies
- Corporations or other businesses not listed above
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds