| As of Date | 07/03/2026 |
| Registration status | Terminated |
| ADV Location | BARTLESVILLE, OK, United States |
| Contact Info | 918 xxxxxxx |
| Websites |
| AUM* | 879,888,074 -14% |
| of that, discretionary | 879,888,074 -14% |
| Number of Employees | 9 -10% |
| of those in investment advisory functions | 5 -17% |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 109,986,009 -14% |
| SMA’s | No |
| Private Funds | 0 8 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees