Adviser Profile

As of Date 02/25/2026
Registration SEC, Approved, 12/10/1987
Other registrations (1)
ADV Location AUSTIN, TX, United States
Contact Info 512 xxxxxxx
Websites
AUM* 64,662,525 6%
of that, discretionary 64,084,713 6%
Number of Employees 3
of those in investment advisory functions 2 -33%
Private Fund GAV* 0
Avg Account Size 1,539,584 1%
% High Net Worth 88.24% -6%
SMA’s Yes
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

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

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

74M 63M 53M 42M 32M 21M 11M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary