| Total AUM | $314.8M |
| Discretionary | $314.8M100% of AUM |
| Client Accounts | 1,044 |
| Avg Account Size | $302K |
| Employees | 3 |
| Peak AUM | $314.8MMar 2026 |
| AUM CAGR | +12.9% /yrover 18 yrs · 34 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $315M | +20.0% | +14.9% | +9.2% | |
| Discretionary AUM | |||||
| Total AUM | $314.8M |
| Discretionary | $314.8M |
| Employees | 3 |
| Client Accounts | 1044 |
| Client Range | 251-500 |
Address
5308 114TH ST
LUBBOCK TX 79424
Phone
806-798-1880
Filing History
34 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$315M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$315M
| $315M |
| +20.0% |
| +14.9% |
| +9.2% |
| Total Accounts | 1k | 0.9% | +3.2% | +34.4% |
| Avg Account Size | $301,500.006 | +21.0% | +11.3% | 18.8% |
| Employees | 3 | 0.0% | 0.0% | +8.4% |
| AUM / Employee | $105M | +20.0% | +14.9% | +0.7% |
Client AUM Segments | |||||
| Wealth AUM | $315M | +20.0% | +14.9% | +9.2% | |
Client Count Segments | |||||
| HNW Clients | 189 | +0.5% | +2.6% | +3.4% | |
| Individuals | 111 | +20.7% | +11.1% | +7.3% | |