| As of Date | 06/09/2026 |
| Registration | SEC, 120-Day Approval, 02/27/2026 |
| ADV Location | HOUSTON, TX, United States |
| Contact Info | (71 xxxxxxx |
| AUM* | 366,156,549 |
| of that, discretionary | 366,156,549 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 52,308,078 |
| % High Net Worth | 75.00% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds