| Total AUM | $821.4M |
| Discretionary | $821.4M100% of AUM |
| Client Accounts | 2 |
| Avg Account Size | $410.7M |
| Employees | 8 |
| Peak AUM | $821.4MMar 2026 |
| AUM CAGR | +34.2% /yrover 5 yrs · 19 filings |
Total AUM
$821M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $821M | +45.7% | +34.3% | +39.0% | |
| Discretionary AUM | |||||
| Total AUM | $821.4M |
| Discretionary | $821.4M |
| Employees | 8 |
| Client Accounts | 2 |
Address
640 TAYLOR STREET
FORT WORTH TX 76102
Phone
817-350-4230
Filing History
19 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$821M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| $821M |
| +45.7% |
| +34.3% |
| +39.0% |
| Total Accounts | 2 | 0.0% | 0.0% | +15.4% |
| Avg Account Size | $411M | +45.7% | +34.3% | +20.4% |
| Employees | 8 | 0.0% | +4.6% | +15.4% |
| AUM / Employee | $103M | +45.7% | +28.4% | +20.4% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $821M | +45.7% | +34.3% | +39.0% | |
Client Count Segments | |||||
| Pooled / Fund | 2 | 0.0% | 0.0% | +15.4% | |