DBA: FINANCIAL SYNERGIES
| Total AUM | $1.81B |
| Discretionary | $1.80B99% of AUM |
| Non-Discretionary | $13.8M |
| Client Accounts | 928 |
| Avg Account Size | $2.0M |
| Employees | 21 |
| Peak AUM | $1.81BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.8B | +15.6% | +18.4% | +12.3% | |
| Discretionary AUM | |||||
| Total AUM | $1.81B |
| Discretionary | $1.80B |
| Employees | 21 |
| Client Accounts | 928 |
| Client Range | More than 500 |
Address
4400 POST OAK PKWY
HOUSTON TX 77027
Phone
713-623-6600
Filing History
79 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.8B
99.2% of AUM
Non-Discretionary
$14M
0.8% of AUM
Disc. mix ▼ 0.4pp vs 1 year ago
Custody
No related registrations reported
| +12.1% /yrover 25 yrs · 79 filings |
Total AUM
$1.8B
| $1.8B |
| +15.2% |
| +18.1% |
| +12.1% |
| Non-Disc. AUM | $14M | +125.9% | — | — |
| Total Accounts | 928 | +5.6% | +6.7% | +7.6% |
| Avg Account Size | $2M | +9.5% | +11.0% | +4.3% |
| Employees | 21 | +16.7% | +7.3% | +10.1% |
| AUM / Employee | $86M | 0.9% | +10.3% | +2.0% |
Client AUM Segments | |||||
| Wealth AUM | $1.8B | +15.8% | +18.6% | +12.6% | |
| Institutional AUM | $14M | 0.7% | +2.4% | 11.3% | |
Client Count Segments | |||||
| HNW Clients | 369 | 22.0% | 7.1% | +0.1% | |
| Institutional | 1 | 75.0% | 37.0% | 35.6% | |
| Individuals | 558 | +38.8% | +23.0% | +16.0% | |