| As of Date | 03/20/2026 |
| Registration | SEC, Approved, 07/29/2013 |
| ADV Location | HOUSTON, TX, United States |
| Contact Info | 832 xxxxxxx |
| Websites |
| AUM* | 956,390,510 10% |
| of that, discretionary | 773,262,518 12% |
| Number of Employees | 10 |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 630,864 1% |
| % High Net Worth | 48.33% 0% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- 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)
- Performance-based fees
No private funds