| As of Date | 03/31/2026 |
| Registration | SEC, 120-Day Approval, 12/11/2025 |
| ADV Location | HOUSTON, TX, United States |
| Contact Info | (71 xxxxxxx |
| AUM* | 154,408,708 |
| of that, discretionary | 154,408,708 |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,216,848 |
| % High Net Worth | 100.00% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds