| As of Date | 03/03/2026 |
| Registration | SEC, Approved, 05/18/2004 |
| ADV Location | AUSTIN, TX, United States |
| Contact Info | (51 xxxxxxx |
| Websites |
| AUM* | 4,066,280,421 19% |
| of that, discretionary | 4,066,280,421 19% |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 312,790,802 1% |
| SMA’s | Yes |
| Private Funds | 0 |
- Insurance companies
- Portfolio management for businesses
- A percentage of assets under your management
No private funds