| Total AUM | $133.3M |
| Discretionary | $86.4M65% of AUM |
| Non-Discretionary | $46.9M |
| Client Accounts | 300 |
| Avg Account Size | $444K |
| Employees | 2 |
| Peak AUM | $133.3MMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $133M | +12.8% | — | — | |
| Discretionary AUM | $86M | ||||
| Total AUM | $133.3M |
| Discretionary | $86.4M |
| Employees | 2 |
| Client Accounts | 300 |
| Client Range | 1-10 |
Address
12700 HILLCREST RD., STE. 210
DALLAS TX 75230
Phone
972-702-8121
Filing History
31 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$86M
64.8% of AUM
Non-Discretionary
$47M
35.2% of AUM
Disc. mix ▲ 64.8pp vs 1 year ago
Custody
| +7.4% /yrover 20 yrs · 31 filings |
Total AUM
$133M
| — |
| — |
| Non-Disc. AUM | $47M | 60.3% | — | — |
| Total Accounts | 300 | +96.1% | — | — |
| Avg Account Size | $444,328.9 | 42.5% | — | — |
| Employees | 2 | 0.0% | — | — |
| AUM / Employee | $67M | +12.8% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $120M | +3.9% | — | — | |
| Institutional AUM | $3M | +6.9% | — | — | |
| Other AUM | $10M | — | — | — | — |
Client Count Segments | |||||
| HNW Clients | 80 | 1.2% | — | — | |
| Institutional | 4 | 0.0% | — | — | |
| Individuals | 64 | 4.5% | — | — | |