| Total AUM | $855.8M |
| Discretionary | $855.8M100% of AUM |
| Client Accounts | 26 |
| Avg Account Size | $32.9M |
| Employees | 7 |
| Peak AUM | $3.88BMar 2020 |
| AUM CAGR | +1.8% /yrover 20 yrs · 40 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $856M | +19.3% | 10.6% | 18.6% | |
| Discretionary AUM | |||||
| Total AUM | $855.8M |
| Discretionary | $855.8M |
| Employees | 7 |
| Client Accounts | 26 |
| Client Range | 0 |
Address
4215 WEST LOVERS LANE
DALLAS TX 75209
Phone
214-871-6829
Filing History
40 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$856M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$856M
| $856M |
| +19.3% |
| 10.6% |
| 18.6% |
| Total Accounts | 26 | 3.7% | 2.4% | 1.5% |
| Avg Account Size | $33M | +23.9% | 8.3% | 17.4% |
| Employees | 7 | +16.7% | 0.0% | 11.6% |
| AUM / Employee | $122M | +2.3% | 10.6% | 7.9% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $856M | +19.3% | 10.5% | 18.0% | |
Client Count Segments | |||||
| Pooled / Fund | 26 | 0.0% | 1.2% | +0.8% | |