| As of Date | 09/14/2026 |
| Registration | SEC, Approved, 08/31/2001 |
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| ADV Location | TEXARKANA, TX, United States |
| Contact Info | 903 xxxxxxx |
| Websites |
| AUM* | 213,518,171 -4% |
| of that, discretionary | 198,905,397 -11% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 693,241 -16% |
| % High Net Worth | 71.75% -14% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker78462F103 | Stock NameSPDR State Street Global Advisors | $ Position$131,506,944 | % Position100.00% | $ Change1240.00% | # Change1067.00% |