Adviser Profile

As of Date 01/30/2026
Registration SEC, Approved, 06/26/2009
ADV Location DALLAS, TX, United States
Contact Info (21 xxxxxxx
Websites
AUM* 363,362,682 13%
of that, discretionary 363,362,682 13%
Number of Employees 4
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 793,368 7%
% High Net Worth 39.89% 11%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

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

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

367M 314M 262M 210M 157M 105M 52M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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