| Total AUM | $5.04B |
| Discretionary | $2.38B47% of AUM |
| Non-Discretionary | $2.65B |
| Client Accounts | 12,138 |
| Avg Account Size | $415K |
| Employees | 341 |
| Peak AUM | $5.04BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $5.0B | +18.9% | +23.6% | +18.2% | |
| Discretionary AUM | |||||
| Total AUM | $5.04B |
| Discretionary | $2.38B |
| Employees | 341 |
| Client Accounts | 12138 |
| Client Range | More than 500 |
Address
17 COWBOYS WAY, SUITE 300
FRISCO TX 75034
Phone
972-233-3323
Filing History
85 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$2.4B
47.3% of AUM
Non-Discretionary
$2.7B
52.7% of AUM
Disc. mix ▲ 1.9pp vs 1 year ago
Custody
| +9.3% /yrover 26 yrs · 85 filings |
Total AUM
$5.0B
| $2.4B |
| +23.8% |
| +25.9% |
| +47.3% |
| Non-Disc. AUM | $2.7B | +14.7% | +21.8% | +7.7% |
| Total Accounts | 12k | +14.5% | +16.0% | +13.5% |
| Avg Account Size | $414,961.713 | +3.8% | +6.6% | +4.2% |
| Employees | 341 | +1.2% | +8.8% | +17.1% |
| AUM / Employee | $15M | +17.5% | +13.7% | +1.0% |
Client AUM Segments | |||||
| Wealth AUM | $2.9B | +22.2% | +30.0% | +25.4% | |
| Institutional AUM | $2M | +6.9% | +12.4% | +41.2% | |
| Other AUM | $2.1B | +14.4% | +16.5% | +11.2% | |
Client Count Segments | |||||
| HNW Clients | 1k | +4.5% | +3.8% | +9.0% | |
| Institutional | 1 | 0.0% | 0.0% | 12.9% | |
| Individuals | 800 | +17.8% | +24.9% | +23.5% | |