| Total AUM | $657.8M |
| Discretionary | $654.9M100% of AUM |
| Non-Discretionary | $2.9M |
| Client Accounts | 1,121 |
| Avg Account Size | $587K |
| Employees | 9 |
| Peak AUM | $657.8MFeb 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $658M | +29.1% | +32.3% | +29.8% | |
| Discretionary AUM | |||||
| Total AUM | $657.8M |
| Discretionary | $654.9M |
| Employees | 9 |
| Client Accounts | 1121 |
| Client Range | 11-25 |
Address
4200 S. HULEN ST.
FORT WORTH TX 76109
Phone
817-546-6353
Filing History
19 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$655M
99.6% of AUM
Non-Discretionary
$3M
0.4% of AUM
Disc. mix ▲ 1.0pp vs 1 year ago
Custody
No related registrations reported
| +26.2% /yrover 8 yrs · 19 filings |
Total AUM
$658M
| $655M |
| +30.4% |
| +33.1% |
| +29.9% |
| Non-Disc. AUM | $3M | 60.7% | 22.1% | +20.0% |
| Total Accounts | 1k | +16.6% | +15.4% | +16.5% |
| Avg Account Size | $586,820.45 | +10.7% | +14.7% | +11.5% |
| Employees | 9 | 0.0% | +4.1% | +12.9% |
| AUM / Employee | $73M | +29.1% | +27.1% | +15.0% |
Client AUM Segments | |||||
| Wealth AUM | $651M | +29.6% | +31.9% | +30.7% | |
| Institutional AUM | $7M | 2.9% | +153.3% | 1.9% | |
Client Count Segments | |||||
| HNW Clients | 158 | 14.1% | +2.0% | +12.4% | |
| Institutional | 7 | +16.7% | +33.7% | 2.7% | |
| Individuals | 188 | +30.6% | +22.1% | +14.2% | |