Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 11/21/2002
Other registrations (8)
ADV Location AUSTIN, TX, United States
Contact Info 512 xxxxxxx
Websites
AUM* 871,430,846 30%
of that, discretionary 863,253,446 29%
Number of Employees 9 29%
of those in investment advisory functions 5 25%
Private Fund GAV* 0
Avg Account Size 662,181 12%
% High Net Worth 42.95% 17%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

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

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

863M 740M 617M 493M 370M 247M 123M
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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