| Total AUM | $486.3M |
| Discretionary | $486.3M100% of AUM |
| Client Accounts | 13 |
| Avg Account Size | $37.4M |
| Employees | 6 |
| Peak AUM | $486.3MMar 2026 |
| AUM CAGR | +115.3% /yrover 2 yrs · 7 filings |
Total AUM
$486M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $486M | +47.6% | +115.3% | — | |
| Discretionary AUM | $486M | ||||
| Total AUM | $486.3M |
| Discretionary | $486.3M |
| Employees | 6 |
| Client Accounts | 13 |
Phone
424-835-2744
Filing History
7 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$486M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| +47.6% |
| +115.3% |
| — |
| Total Accounts | 13 | +30.0% | +14.7% | — |
| Avg Account Size | $37M | +13.5% | +87.7% | — |
| Employees | 6 | +20.0% | +43.6% | — |
| AUM / Employee | $81M | +23.0% | +49.9% | — |
Client AUM Segments | |||||
| Wealth AUM | $11M | +34.4% | +17.9% | — | |
| Institutional AUM | $465M | +48.6% | +126.9% | — | |
| Other AUM | $10M | +24.3% | +22.8% | — | |
Client Count Segments | |||||
| HNW Clients | 6 | — | — | — | — |
| Institutional | 5 | — | — | — | — |