| Total AUM | $2.09B |
| Discretionary | $1.96B94% of AUM |
| Non-Discretionary | $131.9M |
| Client Accounts | 7,464 |
| Avg Account Size | $281K |
| Employees | 43 |
| Peak AUM | $2.09BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.1B | +137.9% | +65.7% | +53.5% | |
| Discretionary AUM | |||||
| Total AUM | $2.09B |
| Discretionary | $1.96B |
| Employees | 43 |
| Client Accounts | 7464 |
| Client Range | 51-100 |
Address
5001 SPRING VALLEY ROAD
DALLAS TX 75244
Phone
866-273-1563
Filing History
33 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$2.0B
93.7% of AUM
Non-Discretionary
$132M
6.3% of AUM
Disc. mix ▼ 6.3pp vs 1 year ago
| +53.5% /yrover 4 yrs · 33 filings |
Total AUM
$2.1B
| $2.0B |
| +123.0% |
| +62.1% |
| +50.9% |
| Non-Disc. AUM | $132M | — | — | — |
| Total Accounts | 7k | +62.1% | +50.0% | +56.5% |
| Avg Account Size | $280,662.081 | +46.8% | +10.5% | 1.9% |
| Employees | 43 | +65.4% | +11.9% | +16.4% |
| AUM / Employee | $49M | +43.9% | +48.2% | +31.8% |
Client AUM Segments | |||||
| Wealth AUM | $2.0B | +131.0% | +62.9% | +51.5% | |
| Institutional AUM | $109M | +424.3% | +326.9% | +239.7% | |
| Fund / Pooled AUM | $26,319 | — | — | — | |
Client Count Segments | |||||
| HNW Clients | 2k | +74.6% | +33.9% | +39.9% | |
| Institutional | 124 | +439.1% | +421.5% | +193.5% | |
| Pooled / Fund | 1 | — | — | — | |
| Individuals | 610 | +121.0% | +41.4% | +57.1% | |