| As of Date | 04/01/2026 |
| Registration | SEC, Approved, 10/23/2013 |
| ADV Location | SHOW LOW, AZ, United States |
| Contact Info | 928 xxxxxxx |
| Websites |
| AUM* | 228,353,048 35% |
| of that, discretionary | 228,353,048 35% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 242,671 22% |
| % High Net Worth | 7.19% -47% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- 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
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker85207H104 | Stock NameSPROTT ASSET MANAGEMENT LP | $ Position$16,417,126 | % Position9.00% | $ Change-15.00% | # Change-1.00% |
| Stck Ticker084670702 | Stock NameBERKSHIRE HATHAWAY INC DEL | $ Position$14,297,143 | % Position8.00% | $ Change5.00% | # Change0.00% |
| Stck Ticker25820R105 | Stock NameDORCHESTER MINERALS L P | $ Position$9,318,297 | % Position5.00% | $ Change-13.00% | # Change-4.00% |
| Stck Ticker63900P608 | Stock NameNATURAL RESOURCE PARTNERS LP | $ Position$9,466,327 | % Position5.00% | $ Change-17.00% | # Change5.00% |
| Stck Ticker26969P108 | Stock NameEAGLE MATLS INC | $ Position$6,771,375 | % Position4.00% | $ Change25.00% | # Change5.00% |
| Stck Ticker682680103 | Stock NameONEOK INC NEW | $ Position$5,112,681 | % Position3.00% | $ Change9.00% | # Change10.00% |
| Stck Ticker293792107 | Stock NameENTERPRISE PRODS PARTNERS L | $ Position$6,337,424 | % Position3.00% | $ Change8.00% | # Change11.00% |
| Stck Ticker867224107 | Stock NameSUNCOR ENERGY INC NEW | $ Position$6,144,428 | % Position3.00% | $ Change-31.00% | # Change-15.00% |
| Stck Ticker49456B101 | Stock NameKINDER MORGAN INC DEL | $ Position$3,232,966 | % Position2.00% | $ Change0.00% | # Change3.00% |
| Stck Ticker498894104 | Stock NameKNIFE RIVER CORP | $ Position$3,017,841 | % Position2.00% | $ Change17.00% | # Change3.00% |