Adviser Profile
| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 08/22/2024 |
|
|
|
| Former registrations | |
| ADV Location | AUSTIN, TX, United States |
| Contact Info | 512 xxxxxxx |
| Websites |
| AUM* | 148,957,646 16% |
| of that, discretionary | 144,291,706 12% |
| Number of Employees | 6 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 836,841 -21% |
| % High Net Worth | 96.88% 0% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- High net worth individuals
- Charitable organizations
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- Fixed fees (other than subscription fees)
Reported AUM
144M
124M
103M
82M
62M
41M
21M
2024
2025
2026
Private Funds
No private funds