Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 10/28/2016
ADV Location SAN ANTONIO, TX, United States
Contact Info 210 xxxxxxx
Websites
AUM* 3,407,615
of that, discretionary 3,407,615
Number of Employees 4
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 170,381
SMA’s No
Private Funds 0 1

Adviser Type

- Related adviser

Client Types

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

15M 13M 11M 8M 6M 4M 2M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary