| As of Date | 08/25/2026 |
| Registration | SEC, 120-Day Approval, 04/13/2026 |
| ADV Location | TULSA, OK, United States |
| Contact Info | (91 xxxxxxx |
| Websites |
| AUM* | 104,182,000 |
| of that, discretionary | 103,034,700 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 321,549 |
| % High Net Worth | 97.83% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
No private funds