| Total AUM | $1.06B |
| Discretionary | $1.06B100% of AUM |
| Client Accounts | 17 |
| Avg Account Size | $62.1M |
| Employees | 20 |
| Peak AUM | $1.20BMar 2025 |
| AUM CAGR | +17.3% /yrover 2 yrs · 8 filings |
Total AUM
$1.1B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.1B | 11.9% | +17.3% | — | |
| Discretionary AUM | $1.1B | ||||
| Total AUM | $1.06B |
| Discretionary | $1.06B |
| Employees | 20 |
| Client Accounts | 17 |
Address
ONE COWBOYS WAY
FRISCO TX 75034
Phone
469-421-8060
Filing History
8 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.1B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| 11.9% |
| +17.3% |
| — |
| Total Accounts | 17 | 5.6% | +3.1% | — |
| Avg Account Size | $62M | 6.7% | +13.8% | — |
| Employees | 20 | 13.0% | +2.6% | — |
| AUM / Employee | $53M | +1.3% | +14.4% | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $1.1B | 11.9% | +17.3% | — | |
Client Count Segments | |||||
| Pooled / Fund | 17 | 5.6% | +3.1% | — | |