| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 11/21/2002 |
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| ADV Location | AUSTIN, TX, United States |
| Contact Info | 512 xxxxxxx |
| Websites |
| AUM* | 871,430,846 30% |
| of that, discretionary | 863,253,446 29% |
| Number of Employees | 9 29% |
| of those in investment advisory functions | 5 25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 662,181 12% |
| % High Net Worth | 42.95% 17% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds