| As of Date | 07/02/2026 |
| Registration | SEC, 120-Day Approval, 03/04/2026 |
| ADV Location | DALLAS, TX, United States |
| Contact Info | 903 xxxxxxx |
| Websites |
| AUM* | 125 |
| of that, discretionary | 125 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 63 |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Portfolio management for individuals and/or small businesses
- Fixed fees (other than subscription fees)
No private funds