| Total AUM | $1.02T |
| Discretionary | $1.02T100% of AUM |
| Client Accounts | 2,319 |
| Avg Account Size | $440.0M |
| Employees | 1,168 |
| Peak AUM | $1.02TMar 2026 |
| AUM CAGR | +14.6% /yrover 25 yrs · 73 filings |
Total AUM
$1.0T
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.0T | +22.1% | +16.1% | +9.4% | |
| Discretionary AUM | $1.0T | +22.1% | +16.1% | +9.4% | |
| Total Accounts | 2k | +43.9% | +41.5% | +39.3% | |
| Avg Account Size | $440M | 15.2% | 18.0% | 21.5% | |
| Employees | 1k | +2.9% | +2.1% | +1.7% | |
| AUM / Employee | $874M | +18.6% | +13.6% | +7.6% | |
Client AUM Segments | |||||
| Wealth AUM | $6.5B | +17.3% | +39.3% | +32.2% | |
| Institutional AUM | $39.9B | +6.1% | +14.6% | 0.4% | |
| Fund / Pooled AUM | $973.2B | +22.9% | +16.0% | +9.9% | |
| Other AUM | $741M | +31.5% | +142.7% | — | |
Client Count Segments | |||||
| Institutional | 67 | +19.6% | 0.5% | 4.2% | |
| Pooled / Fund | 344 | +1.2% | +1.6% | +1.0% | |
| Individuals | 2k | +57.5% | +65.5% | +132.5% | |
| Total AUM | $1.02T |
| Discretionary | $1.02T |
| Employees | 1168 |
| Client Accounts | 2319 |
Address
6300 BEE CAVE ROAD
AUSTIN TX 78746
Phone
512-306-7400
Filing History
73 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.0T
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody