| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 11/18/2025 |
| ADV Location | DALLAS, TX, United States |
| Contact Info | (21 xxxxxxx |
| Websites |
| AUM* | 3,906,919,547 16% |
| of that, discretionary | 3,168,820,871 19% |
| Number of Employees | 28 12% |
| of those in investment advisory functions | 11 38% |
| Private Fund GAV* | 0 |
| Avg Account Size | 60,106,455 -31% |
| SMA’s | No |
| Private Funds | 0 |
- Charitable organizations
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds