Adviser Profile
| As of Date | 04/06/2026 |
| Registration | SEC, Approved, 07/28/2025 |
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| Former registrations | |
| ADV Location | SAN ANTONIO, TX, United States |
| Contact Info | (21 xxxxxxx |
| Websites |
| AUM* | 146,610,211 19% |
| of that, discretionary | 97,345,199 -21% |
| Number of Employees | 5 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 243,539 -31% |
| % High Net Worth | 9.59% 28% |
| 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
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
123M
106M
88M
70M
53M
35M
18M
2025
2026
Private Funds
No private funds