Adviser Profile

As of Date 04/29/2026
Registration SEC, Approved, 04/11/2022
ADV Location AUSTIN, TX, United States
Contact Info 512 xxxxxxx
Websites
AUM* 336,297,196 24%
of that, discretionary 336,297,196 24%
Number of Employees 3 -40%
of those in investment advisory functions 3 -40%
Private Fund GAV* 0
Avg Account Size 10,848,297 16%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pension and profit sharing plans

Advisory Activities

- Pension consulting services

Compensation Arrangments

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

Reported AUM

444M 380M 317M 253M 190M 127M 63M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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