Adviser Profile
| As of Date | 01/14/2026 |
| Registration | SEC, Approved, 10/09/2024 |
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| Former registrations | |
| Contact Info | 512 xxxxxxx |
| AUM* | 154,649,204 20% |
| of that, discretionary | 52,571,323 49% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 909,701 -9% |
| % High Net Worth | 78.05% -7% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Other
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
102M
87M
73M
58M
44M
29M
15M
2024
2025
2026
Private Funds
No private funds