| Total AUM | $913.8M |
| Discretionary | $913.8M100% of AUM |
| Client Accounts | 25 |
| Avg Account Size | $36.6M |
| Employees | 8 |
| Peak AUM | $913.8MMar 2026 |
| AUM CAGR | +164.9% /yrover 2 yrs · 9 filings |
Total AUM
$914M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $914M | +40.0% | +164.9% | — | |
| Discretionary AUM | $914M | ||||
| Total AUM | $913.8M |
| Discretionary | $913.8M |
| Employees | 8 |
| Client Accounts | 25 |
Address
600 WEST 5TH STREET
AUSTIN TX 78701
Phone
512-785-9710
Filing History
9 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$914M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| +40.0% |
| +164.9% |
| — |
| Total Accounts | 25 | +4.2% | +15.2% | — |
| Avg Account Size | $37M | +34.4% | +130.0% | — |
| Employees | 8 | +60.0% | +34.7% | — |
| AUM / Employee | $114M | 12.5% | +96.7% | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $914M | +40.0% | +164.9% | — | |
Client Count Segments | |||||
| Pooled / Fund | 25 | +4.2% | +15.2% | — | |