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Adviser Profile

As of Date 04/29/2026
Registration SEC, Approved, 06/19/2014
ADV Location RICHARDSON, TX, United States
Contact Info 214 xxxxxxx
Websites
AUM* 2,808,237,343 27%
of that, discretionary 2,808,237,343 27%
Number of Employees 10 25%
of those in investment advisory functions 4
Private Fund GAV* 2,336,021,178 33%
Avg Account Size 156,013,186 27%
% High Net Worth 63.64%
SMA’s Yes
Private Funds 5

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Pooled investment vehicles
- Other

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

3B 2B 2B 2B 1B 802M 401M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary