| As of Date | 03/14/2026 |
| Registration | SEC, Approved, 02/03/2014 |
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| ADV Location | PLANO, TX, United States |
| Contact Info | 972 xxxxxxx |
| Websites |
| AUM* | 723,608,845 8% |
| of that, discretionary | 723,608,845 8% |
| Number of Employees | 8 -20% |
| of those in investment advisory functions | 8 -20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 396,498 52% |
| % High Net Worth | 50.99% -15% |
| 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)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker78462F103 | Stock NameSTATE STR SPDR S&P 500 ETF T (CALL) | $ Position$141,960,977 | % Position41.00% | $ Change213.00% | # Change173.00% |
| Stck Ticker25459W862 | Stock NameDIREXION SHARES ETF TRUST | $ Position$40,719,902 | % Position12.00% | $ Change49.00% | # Change2.00% |
| Stck Ticker464287242 | Stock NameISHARES TR | $ Position$9,496,041 | % Position3.00% | $ Change-2.00% | # Change-2.00% |
| Stck Ticker464288646 | Stock NameISHARES TR | $ Position$10,196,251 | % Position3.00% | $ Change2.00% | # Change2.00% |
| Stck Ticker882508104 | Stock NameTEXAS INSTRS INC | $ Position$9,354,629 | % Position3.00% | $ Change88.00% | # Change23.00% |
| Stck Ticker464288513 | Stock NameISHARES TR | $ Position$7,610,979 | % Position2.00% | $ Change-3.00% | # Change-4.00% |
| Stck Ticker464287697 | Stock NameISHARES TR | $ Position$2,177,684 | % Position1.00% | $ Change-3.00% | # Change-1.00% |
| Stck Ticker46435UAA9 | Stock NameISHARES TR | $ Position$2,127,274 | % Position1.00% | $ Change0.00% | # Change0.00% |
| Stck Ticker46436E726 | Stock NameISHARES TR | $ Position$2,071,506 | % Position1.00% | $ Change12.00% | # Change13.00% |
| Stck Ticker46434V613 | Stock NameISHARES TR | $ Position$2,451,719 | % Position1.00% | $ Change-1.00% | # Change-1.00% |