| As of Date | 09/09/2026 |
| Registration | SEC, Approved, 04/26/2013 |
| ADV Location | AUSTIN, TX, United States |
| Contact Info | 512 xxxxxxx |
| Websites |
| AUM* | 9,914,996 865% |
| of that, discretionary | 9,914,996 865% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 826,250 141% |
| % High Net Worth | 54.55% -45% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- State or municipal government entities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds