| As of Date | 09/04/2026 |
| Registration | SEC, Approved, 08/05/2026 |
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| Former registrations | |
| ADV Location | PLANO, TX, United States |
| Contact Info | 972 xxxxxxx |
| Websites |
| AUM* | 183,983,000 |
| of that, discretionary | 183,983,000 |
| Number of Employees | 7 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 16,483,466 |
| Avg Account Size | 359,342 |
| % High Net Worth | 77.15% |
| SMA’s | No |
| Private Funds | 6 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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