| Total AUM | $666.6M |
| Discretionary | $666.6M100% of AUM |
| Client Accounts | 64 |
| Avg Account Size | $10.4M |
| Employees | 46 |
| Peak AUM | $666.6MMar 2026 |
| AUM CAGR | +30.9% /yrover 4 yrs · 17 filings |
Total AUM
$667M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $667M | +8.1% | +9.6% | +30.9% | |
| Discretionary AUM | |||||
| Total AUM | $666.6M |
| Discretionary | $666.6M |
| Employees | 46 |
| Client Accounts | 64 |
Address
7001 BURNET ROAD
AUSTIN TX 78757
Phone
512-600-3119
Filing History
17 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$667M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $667M |
| +8.1% |
| +9.6% |
| +30.9% |
| Total Accounts | 64 | +3.2% | +4.6% | +11.8% |
| Avg Account Size | $10M | +4.7% | +4.8% | +17.1% |
| Employees | 46 | +24.3% | +19.4% | +6.3% |
| AUM / Employee | $14M | 13.1% | 8.2% | +23.1% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $667M | +8.1% | +9.6% | +30.9% | |
Client Count Segments | |||||
| Pooled / Fund | 64 | +3.2% | +4.6% | +11.8% | |