| Total AUM | $135.3M |
| Discretionary | $135.3M100% of AUM |
| Client Accounts | 339 |
| Avg Account Size | $399K |
| Employees | 1 |
| Peak AUM | $135.3MMar 2026 |
| AUM CAGR | +14.0% /yrover 2 yrs · 3 filings |
Total AUM
$135M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $135M | +13.2% | +14.0% | — | — |
| Discretionary AUM | $135M | +13.2% | |||
| Total AUM | $135.3M |
| Discretionary | $135.3M |
| Employees | 1 |
| Client Accounts | 339 |
| Client Range | 0 |
Address
4501 CARTWRIGHT ROAD,
MISSOURI CITY TX 77459
Phone
281-403-1818
Filing History
3 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$135M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| +14.0% |
| — |
— |
| Total Accounts | 339 | 0.9% | 3.7% | — | — |
| Avg Account Size | $399,001.434 | +14.2% | +18.4% | — | — |
| Employees | 1 | 0.0% | 0.0% | — | — |
| AUM / Employee | $135M | +13.2% | +14.0% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $128M | +13.9% | +13.0% | — | — |
| Institutional AUM | $7M | +2.2% | +35.3% | — | — |
Client Count Segments | |||||
| HNW Clients | 86 | 21.8% | 18.1% | — | — |
| Institutional | 4 | 20.0% | 0.0% | — | — |
| Individuals | 60 | +87.5% | +58.4% | — | — |