| As of Date | 10/31/2025 |
| Registration | SEC, Approved, 01/30/2006 |
| ADV Location | DALLAS, TX, United States |
| Contact Info | 214 xxxxxxx |
| Websites |
| AUM* | 335,711,026 43% |
| of that, discretionary | 335,711,026 43% |
| Number of Employees | 20 |
| of those in investment advisory functions | 9 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,262,072 83% |
| % High Net Worth | 37.22% 501% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Commissions
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker67066G104 | Stock NameNvidia Corporation | $ Position$41,728,231 | % Position14.00% | $ Change16.00% | # Change1.00% |
| Stck Ticker88262P102 | Stock NameTexas Pacific Land Corporation | $ Position$25,004,375 | % Position8.00% | $ Change-12.00% | # Change-4.00% |
| Stck Ticker037833100 | Stock NameApple Inc | $ Position$19,488,977 | % Position6.00% | $ Change14.00% | # Change0.00% |
| Stck Ticker023135106 | Stock NameAmazon.Com Inc | $ Position$10,278,651 | % Position3.00% | $ Change24.00% | # Change9.00% |
| Stck Ticker149123101 | Stock NameCaterpillar Inc | $ Position$8,611,969 | % Position3.00% | $ Change40.00% | # Change-7.00% |
| Stck Ticker35671D857 | Stock NameFreeport-Mcmoran Inc Cl B | $ Position$7,681,209 | % Position3.00% | $ Change5.00% | # Change-2.00% |
| Stck Ticker532457108 | Stock NameEli Lilly & Co | $ Position$5,228,277 | % Position2.00% | $ Change5.00% | # Change-19.00% |
| Stck Ticker30231G102 | Stock NameExxon Mobile Corp | $ Position$5,973,638 | % Position2.00% | $ Change-21.00% | # Change-2.00% |
| Stck Ticker595112103 | Stock NameMicron Technology Inc | $ Position$6,573,682 | % Position2.00% | $ Change145.00% | # Change-28.00% |
| Stck Ticker097023105 | Stock NameBoeing Co | $ Position$7,069,265 | % Position2.00% | $ Change10.00% | # Change1.00% |