| As of Date | 04/30/2026 |
| Registration | SEC, Approved, 08/15/2012 |
| ADV Location | WICHITA FALLS, TX, United States |
| Contact Info | 940 xxxxxxx |
| AUM* | 146,003,313 28% |
| of that, discretionary | 146,003,313 28% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,056,385 38% |
| % High Net Worth | 39.44% 11% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Publication of periodicals or newsletters
- A percentage of assets under your management
No private funds