Adviser Profile
| As of Date | 07/07/2026 |
| Registration | SEC, Approved, 07/08/2026 |
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| Former registrations | |
| ADV Location | RICHARDSON, TX, United States |
| Contact Info | 972 xxxxxxx |
| Websites |
| AUM* | 120,053,264 |
| of that, discretionary | 110,344,554 |
| Number of Employees | 5 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 312,639 |
| % High Net Worth | 32.10% |
| 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
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
Reported AUM
110M
95M
79M
63M
47M
32M
16M
2026
Private Funds
No private funds