| As of Date | 09/03/2026 |
| Registration | SEC, Approved, 09/15/2025 |
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| ADV Location | PLANO, TX, United States |
| Contact Info | (21 xxxxxxx |
| Websites |
| AUM* | 552,000,000 |
| of that, discretionary | 552,000,000 100% |
| Number of Employees | 10 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 332,330 |
| % High Net Worth | 27.01% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds