| Total AUM | $1.55B |
| Discretionary | $1.46B94% of AUM |
| Non-Discretionary | $85.8M |
| Client Accounts | 220 |
| Avg Account Size | $7.0M |
| Employees | 5 |
| Peak AUM | $1.55BMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.6B | +11.5% | +13.9% | +14.4% | |
| Discretionary AUM | |||||
| Total AUM | $1.55B |
| Discretionary | $1.46B |
| Employees | 5 |
| Client Accounts | 220 |
| Client Range | 0 |
Address
2626 COLE AVENUE, SUITE 700
DALLAS TX 75204
Phone
214-523-5000
Filing History
35 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.5B
94.5% of AUM
Non-Discretionary
$86M
5.5% of AUM
Disc. mix ▲ 0.5pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$1.6B
| $1.5B |
| +12.1% |
| +16.4% |
| +16.2% |
| Non-Disc. AUM | $86M | +2.6% | 11.1% | 3.0% |
| Total Accounts | 220 | +6.8% | +5.4% | +6.7% |
| Avg Account Size | $7M | +4.4% | +8.1% | +7.2% |
| Employees | 5 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $310M | +11.5% | +13.9% | +14.4% |
Client AUM Segments | |||||
| Wealth AUM | $1.1B | +7.8% | +15.6% | +9.6% | |
| Institutional AUM | $450M | +21.8% | +10.2% | +36.3% | |
Client Count Segments | |||||
| HNW Clients | 35 | 12.5% | +4.1% | +6.1% | |
| Institutional | 20 | +17.6% | +7.7% | +9.0% | |
| Individuals | 165 | +10.7% | +5.4% | +6.6% | |