Adviser Profile
| As of Date | 06/24/2026 |
| Registration | SEC, Approved, 06/24/2026 |
|
|
|
| Former registrations | |
| ADV Location | NEW BRAUNFELS, TX, United States |
| Contact Info | 830 xxxxxxx |
| Websites |
| AUM* | 167,230,485 |
| of that, discretionary | 167,230,485 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,834,415 |
| % High Net Worth | 100.00% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
1
1
1
1
Private Funds
No private funds