| Total AUM | $6.29B |
| Discretionary | $00% of AUM |
| Non-Discretionary | $6.29B |
| Client Accounts | 28,000 |
| Avg Account Size | $225K |
| Employees | 6 |
| Peak AUM | $6.29BMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $6.3B | +27.2% | +51.6% | +43.1% | |
| Non-Disc. AUM | $6.3B | ||||
| Total AUM | $6.29B |
| Discretionary | $0 |
| Employees | 6 |
| Client Accounts | 28000 |
Address
1415 E BLANCO RD
BOERNE TX 78006
Phone
210-346-8321
Filing History
17 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$0
0.0% of AUM
Non-Discretionary
$6.3B
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$6.3B
| +27.2% |
| +51.6% |
| +43.1% |
| Total Accounts | 28k | +37.6% | +40.9% | +47.6% |
| Avg Account Size | $224,607.143 | 7.5% | +7.6% | 3.1% |
| Employees | 6 | 0.0% | +14.5% | +14.9% |
| AUM / Employee | $1.0B | +27.2% | +32.5% | +24.5% |
Client AUM Segments | |||||
| Other AUM | $6.3B | +27.2% | +51.6% | +43.1% | |