| As of Date | 09/09/2026 |
| Registration | SEC, Approved, 12/10/1987 |
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| ADV Location | AUSTIN, TX, United States |
| Contact Info | 512 xxxxxxx |
| Websites |
| AUM* | 64,662,525 6% |
| of that, discretionary | 64,084,713 6% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,539,584 1% |
| % High Net Worth | 88.24% -6% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds