| Total AUM | $652.2M |
| Discretionary | $395.7M61% of AUM |
| Non-Discretionary | $256.5M |
| Client Accounts | 1,750 |
| Avg Account Size | $373K |
| Employees | 9 |
| Peak AUM | $652.2MMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $652M | +14.4% | +12.6% | +10.0% | |
| Discretionary AUM | |||||
| Total AUM | $652.2M |
| Discretionary | $395.7M |
| Employees | 9 |
| Client Accounts | 1750 |
| Client Range | 0 |
Address
4800 SUGAR GROVE BLVD.
STAFFORD TX 77477
Phone
281-491-5260
Filing History
30 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$396M
60.7% of AUM
Non-Discretionary
$256M
39.3% of AUM
Disc. mix ▼ 0.1pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$652M
| $396M |
| +14.3% |
| +13.2% |
| +10.8% |
| Non-Disc. AUM | $256M | +14.7% | +11.8% | +8.7% |
| Total Accounts | 2k | +7.4% | +8.6% | +30.1% |
| Avg Account Size | $372,675.611 | +6.5% | +3.7% | 15.5% |
| Employees | 9 | 0.0% | 0.0% | +2.4% |
| AUM / Employee | $72M | +14.4% | +12.6% | +7.4% |
Client AUM Segments | |||||
| Wealth AUM | $641M | +14.4% | +12.8% | +10.0% | |
| Institutional AUM | $12M | +18.9% | +7.2% | +7.5% | |
Client Count Segments | |||||
| HNW Clients | 579 | +0.2% | +3.1% | +6.4% | |
| Institutional | 8 | 0.0% | +4.6% | +5.9% | |
| Individuals | 68 | +25.9% | +14.7% | +12.3% | |