| As of Date | 02/19/2026 |
| Registration | SEC, Approved, 07/29/2014 |
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| ADV Location | SOUTHLAKE, TX, United States |
| Contact Info | 817 xxxxxxx |
| Websites |
| AUM* | 289,781,292 23% |
| of that, discretionary | 289,781,292 23% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 839,946 15% |
| % High Net Worth | 43.84% 18% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds