Adviser Profile
| As of Date | 05/21/2026 |
| Registration | SEC, Approved, 07/24/2024 |
|
|
|
| Former registrations | |
| ADV Location | TULSA, OK, United States |
| Contact Info | 918 xxxxxxx |
| Websites |
| AUM* | 202,091,848 68% |
| of that, discretionary | 201,669,045 71% |
| Number of Employees | 7 |
| of those in investment advisory functions | 5 25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 208,128 24% |
| % High Net Worth | 74.25% 654% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
202M
173M
144M
115M
86M
58M
29M
2024
2025
2026
Private Funds
No private funds