| As of Date | 01/16/2026 |
| Registration | SEC, Approved, 12/07/1990 |
| ADV Location | DALLAS, TX, United States |
| Contact Info | 214 xxxxxxx |
| AUM* | 60,018,287 -14% |
| of that, discretionary | 60,018,287 -14% |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 1,176,829 -11% |
| % High Net Worth | 100.00% |
| SMA’s | Yes |
| Private Funds | 0 |
Number of Employees 1 -67%
of those in investment advisory functions 1 -50%
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management