| Total AUM | $359.8M |
| Discretionary | $358.6M100% of AUM |
| Non-Discretionary | $1.1M |
| Client Accounts | 1,173 |
| Avg Account Size | $307K |
| Employees | 9 |
| Peak AUM | $359.8MFeb 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $360M | +19.7% | +13.9% | — | |
| Discretionary AUM | $359M | ||||
| Total AUM | $359.8M |
| Discretionary | $358.6M |
| Employees | 9 |
| Client Accounts | 1173 |
| Client Range | 251-500 |
Address
412 N CANAL ST
CARLSBAD NM 88220
Phone
575-887-2013
Filing History
19 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$359M
99.7% of AUM
Non-Discretionary
$1M
0.3% of AUM
Disc. mix ▼ 0.3pp vs 1 year ago
Total AUM
$360M
| +19.4% |
| +13.8% |
| — |
| Non-Disc. AUM | $1M | — | — | — |
| Total Accounts | 1k | +5.6% | +3.3% | — |
| Avg Account Size | $306,710.48 | +13.4% | +10.3% | — |
| Employees | 9 | +28.6% | +62.8% | +49.3% |
| AUM / Employee | $40M | 6.9% | 30.0% | — |
Client AUM Segments | |||||
| Wealth AUM | $312M | +16.5% | +14.6% | — | |
| Institutional AUM | $37M | +15.4% | +1.7% | — | |
| Other AUM | $10M | — | — | — | |
Client Count Segments | |||||
| HNW Clients | 417 | 5.2% | 2.0% | — | |
| Institutional | 14 | +16.7% | +39.6% | — | |
| Individuals | 109 | +29.8% | +27.9% | — | |