Adviser Profile

As of Date 03/24/2026
Registration SEC, Approved, 07/15/2005
Other registrations (1)
ADV Location MIDLAND, TX, United States
Contact Info 432 xxxxxxx
Websites
AUM* 394,568,839 37%
of that, discretionary 394,568,839 37%
Number of Employees 3
of those in investment advisory functions 1 -67%
Private Fund GAV* 0
Avg Account Size 1,236,893 30%
% High Net Worth 27.88% -25%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

395M 338M 282M 225M 169M 113M 56M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary