| Total AUM | $811.5M |
| Discretionary | $811.5M100% of AUM |
| Client Accounts | 105 |
| Avg Account Size | $7.7M |
| Employees | 9 |
| Peak AUM | $811.5MMar 2026 |
| AUM CAGR | +14.7% /yrover 19 yrs · 30 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $811M | +5.2% | +7.6% | +7.1% | |
| Discretionary AUM | $811M | ||||
| Total AUM | $811.5M |
| Discretionary | $811.5M |
| Employees | 9 |
| Client Accounts | 105 |
| Client Range | 101-250 |
Address
15115 PARK ROW
HOUSTON TX 77084-4945
Phone
281-599-3129
Filing History
30 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$811M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$811M
| +5.2% |
| +7.8% |
| +7.2% |
| Total Accounts | 105 | +1.0% | 35.5% | 21.6% |
| Avg Account Size | $8M | +4.2% | +66.9% | +36.7% |
| Employees | 9 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $90M | +5.2% | +7.6% | +7.1% |
Client AUM Segments | |||||
| Wealth AUM | $811M | +5.2% | +7.6% | +7.1% | |
Client Count Segments | |||||
| Individuals | 104 | +1.0% | +1.7% | +1.8% | |