| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 04/28/2004 |
| ADV Location | HOUSTON, TX, United States |
| Contact Info | 713 xxxxxxx |
| Websites |
| AUM* | 254,318,418 -7% |
| of that, discretionary | 99,184,183 3% |
| Number of Employees | 25 -17% |
| of those in investment advisory functions | 25 -17% |
| Private Fund GAV* | 0 |
| Avg Account Size | 329,002 13% |
| % High Net Worth | 10.82% -5% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds