| Total AUM | $154.6M |
| Discretionary | $52.6M34% of AUM |
| Non-Discretionary | $102.1M |
| Client Accounts | 170 |
| Avg Account Size | $910K |
| Employees | 1 |
| Peak AUM | $154.6MJan 2026 |
| AUM CAGR | +23.4% /yrover 1 yrs · 6 filings |
Total AUM
$155M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $155M | +20.4% | — | — | |
| Discretionary AUM | $53M | ||||
| Total AUM | $154.6M |
| Discretionary | $52.6M |
| Employees | 1 |
| Client Accounts | 170 |
| Client Range | 26-50 |
Phone
512-399-3541
Filing History
6 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$53M
34.0% of AUM
Non-Discretionary
$102M
66.0% of AUM
Disc. mix ▲ 6.5pp vs 1 year ago
No related registrations reported
| — |
| — |
| Non-Disc. AUM | $102M | +9.6% | — | — |
| Total Accounts | 170 | +31.8% | — | — |
| Avg Account Size | $909,701.2 | 8.6% | — | — |
| Employees | 1 | 0.0% | — | — |
| AUM / Employee | $155M | +20.4% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $149M | +20.8% | — | — | |
| Other AUM | $6M | +11.3% | — | — | |
Client Count Segments | |||||
| HNW Clients | 7 | +133.3% | — | — | |
| Individuals | 32 | +23.1% | — | — | |