| Total AUM | $342.6M |
| Discretionary | $00% of AUM |
| Non-Discretionary | $342.6M |
| Client Accounts | 38 |
| Avg Account Size | $9.0M |
| Employees | 3 |
| Peak AUM | $342.6MOct 2025 |
Total AUM
$343M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $343M | 0.0% | — | — | |
| Non-Disc. AUM | $343M | ||||
| Total AUM | $342.6M |
| Discretionary | $0 |
| Employees | 3 |
| Client Accounts | 38 |
Address
1204 SAN ANTONIO ST
AUSTIN TX 78701
Phone
757-298-9839
Filing History
8 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$0
0.0% of AUM
Non-Discretionary
$343M
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| — |
| — |
| Total Accounts | 38 | 0.0% | — | — |
| Avg Account Size | $9M | 0.0% | — | — |
| Employees | 3 | +200.0% | — | — |
| AUM / Employee | $114M | 66.7% | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $343M | 0.0% | — | — | |
Client Count Segments | |||||
| Pooled / Fund | 1 | 0.0% | — | — | |