Adviser Profile

As of Date 03/20/2026
Registration SEC, Approved, 08/31/2005
ADV Location DALLAS, TX, United States
Contact Info 214 xxxxxxx
Websites
AUM* 218,557 23%
of that, discretionary 218,557 23%
Number of Employees 70 -15%
of those in investment advisory functions 55 4%
Private Fund GAV* 0
Avg Account Size 218,557 23%
% High Net Worth 8.33% 8%
SMA’s No
Private Funds 0

Adviser Type

- Pension consultant

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

765M 656M 547M 437M 328M 219M 109M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary