Adviser Profile
| As of Date | 08/19/2026 |
| Registration | SEC, Approved, 04/06/2026 |
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| Former registrations | |
| ADV Location | HOUSTON, TX, United States |
| Contact Info | 713 xxxxxxx |
| Websites |
| AUM* | 95,240,442 |
| of that, discretionary | 86,312,463 |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 744,066 |
| % High Net Worth | 72.97% |
| 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
- Pooled investment vehicles
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
86M
74M
62M
49M
37M
25M
12M
2026