| As of Date | 09/02/2026 |
| Registration | SEC, Approved, 11/17/2025 |
|
|
|
| ADV Location | HOUSTON, TX, United States |
| Contact Info | 713 xxxxxxx |
| Websites |
| AUM* | 246,134,643 |
| of that, discretionary | 241,882,082 |
| Number of Employees | 7 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 269,884 |
| % High Net Worth | 0.15% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds