| As of Date | 05/04/2026 |
| Registration | SEC, Approved, 12/08/2025 |
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| ADV Location | RICHARDSON, TX, United States |
| Contact Info | (97 xxxxxxx |
| Websites |
| AUM* | 249,477,467 |
| of that, discretionary | 249,477,467 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 472,495 |
| % High Net Worth | 42.50% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds