| Total AUM | $677.1M |
| Discretionary | $677.1M100% of AUM |
| Client Accounts | 19 |
| Avg Account Size | $35.6M |
| Employees | 6 |
| Peak AUM | $677.1MMar 2026 |
| AUM CAGR | +42250.4% /yrover 3 yrs · 7 filings |
Total AUM
$677M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $677M | +4.6% | +95.6% | — | |
| Discretionary AUM | $677M | ||||
| Total AUM | $677.1M |
| Discretionary | $677.1M |
| Employees | 6 |
| Client Accounts | 19 |
| Client Range | 1-10 |
Address
200 CRESCENT COURT
DALLAS TX 75201
Phone
214-849-5800
Filing History
7 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$677M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| +4.6% |
| +95.6% |
| — |
| Total Accounts | 19 | +11.8% | +121.3% | — |
| Avg Account Size | $36M | 6.4% | 11.6% | — |
| Employees | 6 | +20.0% | +15.4% | — |
| AUM / Employee | $113M | 12.9% | +69.6% | — |
Client AUM Segments | |||||
| Wealth AUM | $8M | +156.4% | — | — | — |
| Institutional AUM | $575,000 | 53.5% | — | — | — |
| Fund / Pooled AUM | $668M | +3.9% | +94.8% | — | |
Client Count Segments | |||||
| Pooled / Fund | 5 | 0.0% | +38.2% | — | |
| Individuals | 13 | — | — | — | — |