{{ Info.Overview }}
Adviser Profile
| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 07/24/2025 |
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| Former registrations | |
| ADV Location | DALLAS, TX, United States |
| Contact Info | 214 xxxxxxx |
| Websites |
| AUM* | 278,437,717 63% |
| of that, discretionary | 263,397,108 62% |
| Number of Employees | 8 14% |
| of those in investment advisory functions | 6 20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,075,049 39% |
| % High Net Worth | 92.98% -1% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
263M
226M
188M
151M
113M
75M
38M
2025
2026
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name BAKER TILLY US, LLP | Filing Date01/09/2025 | Form ADV-E View Report |
| Accounting Firm Name BAKER TILLY US LLP | Filing Date04/26/2024 | Form ADV-E View Report |
| Accounting Firm Name BAKER TILLY US, LLP (PCAOB # 23) | Filing Date04/25/2023 | Form ADV-E View Report |