Adviser Profile
| As of Date | 06/16/2026 |
| Registration | SEC, Approved, 03/09/2026 |
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| Former registrations | |
| ADV Location | SOUTHLAKE, TX, United States |
| Contact Info | 775 xxxxxxx |
| Websites |
| AUM* | 277,250,000 |
| of that, discretionary | 50,600,000 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 30,805,556 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
227M
194M
162M
130M
97M
65M
32M
2026
Private Funds
No private funds