Adviser Profile
| As of Date | 03/23/2026 |
| Registration | SEC, Approved, 07/25/2025 |
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| Former registrations | |
| ADV Location | DALLAS, TX, United States |
| Contact Info | 214 xxxxxxx |
| Websites |
| AUM* | 138,585,943 14% |
| of that, discretionary | 127,135,465 14% |
| Number of Employees | 6 |
| of those in investment advisory functions | 6 20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 487,979 6% |
| % High Net Worth | 67.96% 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
- Pension and profit sharing plans
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
127M
109M
91M
73M
54M
36M
18M
2025
2026
Private Funds
No private funds