Adviser Profile
| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 02/06/2026 |
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| Former registrations | |
| ADV Location | AUSTIN, TX, United States |
| Contact Info | (51 xxxxxxx |
| Websites |
| AUM* | 40,486,132 |
| of that, discretionary | 40,486,132 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,349,538 |
| % High Net Worth | 34.62% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- An investment adviser (or subadviser) to an investment company
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Other
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
41M
35M
29M
23M
17M
12M
6M
2025
2026
Private Funds
No private funds