| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 05/18/2012 |
| ADV Location | DALLAS, TX, United States |
| Contact Info | 214 xxxxxxx |
| Websites |
| AUM* | 131,222,345 -25% |
| of that, discretionary | 131,222,345 -25% |
| Number of Employees | 67 91% |
| of those in investment advisory functions | 13 -28% |
| Private Fund GAV* | 0 |
| Avg Account Size | 32,805,586 -25% |
| SMA’s | Yes |
| Private Funds | 0 |
- Investment companies
- Business development companies
- Pooled investment vehicles
- Corporations or other businesses not listed above
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
No private funds