| As of Date | 03/11/2026 |
| Registration | SEC, Approved, 03/12/2007 |
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| ADV Location | DALLAS, TX, United States |
| Contact Info | 214 xxxxxxx |
| AUM* | 213,569,645 25% |
| of that, discretionary | 213,569,645 25% |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,443,038 13% |
| % High Net Worth | 69.23% 4% |
| 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
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name SANVILLE & COMPANY | Filing Date02/16/2026 | Form ADV-E View Report |
| Accounting Firm Name SANVILLE & COMPANY | Filing Date02/13/2026 | Form ADV-E View Report |
| Accounting Firm Name SANVILLE & COMPANY | Filing Date02/09/2024 | Form ADV-E View Report |