Adviser Profile
| As of Date | 03/19/2026 |
| Registration | SEC, Approved, 04/21/2026 |
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| Former registrations | |
| ADV Location | KATY, TX, United States |
| Contact Info | (71 xxxxxxx |
| Websites |
| AUM* | 10,572,425 |
| of that, discretionary | 10,572,425 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 5,286,213 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Pension consultant
Client Types
- Pension and profit sharing plans
Advisory Activities
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
11M
9M
8M
6M
5M
3M
2M
2026
Private Funds
No private funds