| Total AUM | $644.1M |
| Discretionary | $644.1M100% of AUM |
| Client Accounts | 81 |
| Avg Account Size | $8.0M |
| Employees | 10 |
| Peak AUM | $644.1MMar 2026 |
Total AUM
$644M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $644M | +32.1% | +47.6% | — | |
| Discretionary AUM | $644M | ||||
| Total AUM | $644.1M |
| Discretionary | $644.1M |
| Employees | 10 |
| Client Accounts | 81 |
Address
7330 SAN PEDRO AVE
SAN ANTONIO TX 78216
Phone
726-208-0800
Filing History
13 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$644M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| +32.1% |
| +49.1% |
| — |
| Total Accounts | 81 | 51.5% | 7.0% | — |
| Avg Account Size | $8M | +172.3% | +58.6% | — |
| Employees | 10 | +11.1% | +26.8% | +28.9% |
| AUM / Employee | $64M | +18.9% | +16.4% | — |
Client AUM Segments | |||||
| Wealth AUM | $248M | +17.7% | +16.3% | — | |
| Institutional AUM | $312M | +33.0% | — | — | |
| Fund / Pooled AUM | $5M | — | 54.2% | — | |
| Other AUM | $80M | +87.5% | +343.0% | — | |
Client Count Segments | |||||
| HNW Clients | 12 | +33.3% | — | — | |
| Institutional | 8 | 0.0% | — | — | |
| Pooled / Fund | 1 | — | 0.0% | — | |
| Individuals | 51 | +6.3% | 0.0% | — | |