| As of Date | 03/13/2026 |
| Registration | SEC, 120-Day Approval, 11/14/2025 |
| ADV Location | SUGAR LAND, TX, United States |
| Contact Info | 832 xxxxxxx |
| Websites |
| AUM* | 7,067 |
| of that, discretionary | 7,067 |
| Number of Employees | 4 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,413 |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds