| As of Date | 07/22/2026 |
| Registration | SEC, Approved, 01/02/2014 |
| ADV Location | HOUSTON, TX, United States |
| Contact Info | (83 xxxxxxx |
| Websites |
| AUM* | 379,879,950 16% |
| of that, discretionary | 379,879,950 16% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,332,912 -7% |
| % High Net Worth | 86.54% -5% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds