| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 12/03/2025 |
| ADV Location | DALLAS, TX, United States |
| Contact Info | 774 xxxxxxx |
| Websites |
| AUM* | 3,031,178,794 |
| of that, discretionary | 9,163,176 |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 606,235,759 |
| SMA’s | No |
| Private Funds | 3 |
- Charitable organizations
- Other investment advisers
- 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)
| Count | GAV | |
|---|---|---|
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