| As of Date | 03/03/2026 |
| Registration | SEC, Approved, 08/23/2002 |
| ADV Location | DALLAS, TX, United States |
| Contact Info | 214 xxxxxxx |
| AUM* | 492,672,576 23% |
| of that, discretionary | 0 |
| Number of Employees | 5 25% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,114,644 20% |
| % High Net Worth | 88.89% 0% |
| 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
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds