{{ Info.Overview }}

Adviser Profile

As of Date 02/19/2026
Registration SEC, Approved, 07/29/2014
Other registrations (2)
ADV Location SOUTHLAKE, TX, United States
Contact Info 817 xxxxxxx
Websites
AUM* 289,781,292 23%
of that, discretionary 289,781,292 23%
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 839,946 15%
% High Net Worth 43.84% 18%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

290M 248M 207M 166M 124M 83M 41M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser STEVEN CHARLES CAPITAL LTD Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM125.0m #Funds-
Adviser JAYKAY WEALTH ADVISORS, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM173.8m #Funds-
Adviser BOSTON MOUNTAIN MONEY MANAGEMENT, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM196.4m #Funds-
Adviser SILVER OAK WEALTH ADVISORS SERVICES, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM300.0m #Funds-
Adviser JOHNSON WEALTH MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM6.2m #Funds-
Adviser DUNHAM LANE CAPITAL PARTNERS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM117.2m #Funds-
Adviser STILES FINANCIAL SERVICES, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM548.7m #Funds-
Adviser ABBOT FINANCIAL MANAGEMENT, INC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM303.0m #Funds-
Adviser LESLIE GLOBAL WEALTH, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM446.8m #Funds-
Adviser CREW CAPITAL MANAGEMENT, LTD. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM235.4m #Funds-

Brochure Summary