DBA: BEST INVEST
| Total AUM | $296.4M |
| Discretionary | $295.6M100% of AUM |
| Non-Discretionary | $783K |
| Client Accounts | 1,762 |
| Avg Account Size | $168K |
| Employees | 4 |
| Peak AUM | $296.4MFeb 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $296M | +19.7% | +21.1% | +13.0% | |
| Discretionary AUM | |||||
| Total AUM | $296.4M |
| Discretionary | $295.6M |
| Employees | 4 |
| Client Accounts | 1762 |
| Client Range | 0 |
Address
16118 VIA SHAVANO
SAN ANTONIO TX 78249
Phone
210-888-2820
Filing History
23 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$296M
99.7% of AUM
Non-Discretionary
$782,922
0.3% of AUM
Disc. mix ▼ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$296M
| $296M |
| +19.7% |
| +21.1% |
| +12.9% |
| Non-Disc. AUM | $782,922 | +30.9% | +18.6% | — |
| Total Accounts | 2k | +9.2% | +7.4% | +12.2% |
| Avg Account Size | $168,205.532 | +9.6% | +12.8% | +0.7% |
| Employees | 4 | 0.0% | 0.0% | +6.0% |
| AUM / Employee | $74M | +19.7% | +21.1% | +6.6% |
Client AUM Segments | |||||
| Wealth AUM | $290M | +19.9% | +20.9% | +12.9% | |
| Institutional AUM | $6M | +10.3% | +29.2% | +20.5% | |
Client Count Segments | |||||
| HNW Clients | 571 | +1.8% | 5.0% | +3.3% | |
| Institutional | 21 | +16.7% | +33.7% | +16.3% | |
| Individuals | 80 | +17.6% | +25.8% | +17.6% | |