| Total AUM | $76.17B |
| Discretionary | $2.31B3% of AUM |
| Non-Discretionary | $73.87B |
| Client Accounts | 189 |
| Avg Account Size | $403.0M |
| Employees | 23 |
| Peak AUM | $76.17BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $76.2B | +10.6% | +0.9% | +8.4% | |
| Discretionary AUM | |||||
| Total AUM | $76.17B |
| Discretionary | $2.31B |
| Employees | 23 |
| Client Accounts | 189 |
Address
3800 MAPLE AVENUE
DALLAS TX 75219
Phone
800-752-4628
Filing History
39 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$2.3B
3.0% of AUM
Non-Discretionary
$73.9B
97.0% of AUM
Disc. mix ▲ 0.4pp vs 1 year ago
Custody
| +14.1% /yrover 25 yrs · 39 filings |
Total AUM
$76.2B
| $2.3B |
| +26.8% |
| +5.4% |
| 17.2% |
| Non-Disc. AUM | $73.9B | +10.1% | +0.8% | +10.4% |
| Total Accounts | 189 | +18.1% | 3.8% | +3.5% |
| Avg Account Size | $403M | 6.4% | +4.8% | +4.7% |
| Employees | 23 | 0.0% | +3.1% | +10.4% |
| AUM / Employee | $3.3B | +10.6% | 2.1% | 1.9% |
Client AUM Segments | |||||
| Wealth AUM | $40M | 49.6% | +41.6% | 8.8% | |
| Institutional AUM | $1.5B | +53.1% | +4.8% | — | |
| Fund / Pooled AUM | $42M | +45.6% | 57.0% | 58.9% | |
Client Count Segments | |||||
| Institutional | 3 | +50.0% | +44.2% | — | |
| Pooled / Fund | 3 | +200.0% | 0.0% | +8.4% | |
| Individuals | 1 | 0.0% | 0.0% | 0.0% | |