Adviser Profile

As of Date 02/25/2026
Registration SEC, Approved, 12/12/1985
ADV Location HOUSTON, TX, United States
Contact Info 713 xxxxxxx
Websites
AUM* 286,300,000 24%
of that, discretionary 0
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 31,811,111 107%
SMA’s Yes
Private Funds 0

Adviser Type

- Pension consultant

Client Types

- Pension and profit sharing plans

Advisory Activities

- Pension consulting services

Compensation Arrangments

- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

302M 259M 216M 172M 129M 86M 43M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary