| As of Date | 06/23/2026 |
| Registration | SEC, Approved, 11/19/2025 |
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| ADV Location | HOUSTON, TX, United States |
| Contact Info | 713 xxxxxxx |
| Websites |
| AUM* | 236,845,287 |
| of that, discretionary | 225,295,290 |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,759,449 |
| % High Net Worth | 92.31% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds