| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 06/27/1985 |
| ADV Location | AUSTIN, TX, United States |
| Contact Info | 512 xxxxxxx |
| Websites |
| AUM* | 1,921,027,445 17% |
| of that, discretionary | 1,741,044,759 18% |
| Number of Employees | 13 8% |
| of those in investment advisory functions | 7 |
| Private Fund GAV* | 0 |
| Avg Account Size | 5,191,966 11% |
| % High Net Worth | 65.61% 3% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds