| Total AUM | $1.01B |
| Discretionary | $1.01B100% of AUM |
| Client Accounts | 10 |
| Avg Account Size | $101.1M |
| Employees | 39 |
| Peak AUM | $1.01BMar 2026 |
| AUM CAGR | +13.9% /yrover 4 yrs · 13 filings |
Total AUM
$1.0B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.0B | +23.3% | +10.1% | +13.9% | |
| Discretionary AUM | |||||
| Total AUM | $1.01B |
| Discretionary | $1.01B |
| Employees | 39 |
| Client Accounts | 10 |
Address
5914 W. COURTYARD DRIVE
AUSTIN TX 78730
Phone
512-871-1001
Filing History
13 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.0B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $1.0B |
| +23.3% |
| +10.1% |
| +13.9% |
| Total Accounts | 10 | +42.9% | +35.7% | +25.7% |
| Avg Account Size | $101M | 13.7% | 18.9% | 9.4% |
| Employees | 39 | +2.6% | +44.2% | +40.5% |
| AUM / Employee | $26M | +20.2% | 23.7% | 18.9% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $1.0B | +23.3% | +10.1% | +13.9% | |
Client Count Segments | |||||
| Pooled / Fund | 10 | +42.9% | +35.7% | +25.7% | |