| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 01/07/2008 |
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| ADV Location | TULSA, OK, United States |
| Contact Info | 918 xxxxxxx |
| Websites |
| AUM* | 219,130,877 -2% |
| of that, discretionary | 208,621,268 -3% |
| Number of Employees | 5 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,165,590 38% |
| % High Net Worth | 13.30% -63% |
| 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
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds