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Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 04/30/2021
Other registrations (1)
ADV Location TULSA, OK, United States
Contact Info 918 xxxxxxx
Websites
AUM* 134,423,519 12%
of that, discretionary 124,840,609 12%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 307,605 16%
% High Net Worth 20.45% -7%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

125M 107M 89M 71M 54M 36M 18M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary