| Total AUM | $55.9M |
| Discretionary | $55.9M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $55.9M |
| Employees | 2 |
| Peak AUM | $55.9MMar 2026 |
Total AUM
$56M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $56M | +6.3% | — | — | |
| Discretionary AUM | $56M | ||||
| Total AUM | $55.9M |
| Discretionary | $55.9M |
| Employees | 2 |
| Client Accounts | 1 |
| Client Range | 0 |
Address
14642 BOGERT PKWY
OKLAHOMA CITY OK 73134
Phone
405-939-6339
Filing History
7 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$56M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| — |
| — |
| Total Accounts | 1 | 0.0% | — | — |
| Avg Account Size | $56M | +6.3% | — | — |
| Employees | 2 | +100.0% | +39.5% | — |
| AUM / Employee | $28M | 46.8% | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $56M | +6.3% | — | — | |
Client Count Segments | |||||
| Pooled / Fund | 1 | 0.0% | 0.0% | — | |