Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 03/10/1992
ADV Location HOUSTON, TX, United States
Contact Info 713 xxxxxxx
Websites
AUM* 417,815,629 8%
of that, discretionary 415,175,563 8%
Number of Employees 3
of those in investment advisory functions 3 50%
Private Fund GAV* 0
Avg Account Size 1,036,763 17%
% High Net Worth 58.96% 1%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- 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

415M 356M 297M 237M 178M 119M 59M
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