| Total AUM | $311.9M |
| Discretionary | $311.9M100% of AUM |
| Non-Discretionary | $31K |
| Client Accounts | 367 |
| Avg Account Size | $850K |
| Employees | 6 |
| Peak AUM | $311.9MFeb 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $312M | +24.0% | +22.8% | +21.4% | |
| Discretionary AUM | |||||
| Total AUM | $311.9M |
| Discretionary | $311.9M |
| Employees | 6 |
| Client Accounts | 367 |
| Client Range | 0 |
Address
1020 NE LOOP 410
SAN ANTONIO TX 78209-1544
Phone
210-930-5141
Filing History
38 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$312M
100.0% of AUM
Non-Discretionary
$31,253
0.0% of AUM
Disc. mix ▲ 6.4pp vs 1 year ago
Custody
No related registrations reported
| +3.9% /yrover 25 yrs · 38 filings |
Total AUM
$312M
| $312M |
| +32.4% |
| +26.3% |
| +24.0% |
| Non-Disc. AUM | $31,253 | 99.8% | 86.1% | 68.5% |
| Total Accounts | 367 | +7.9% | +9.4% | +11.1% |
| Avg Account Size | $849,916.891 | +14.9% | +12.3% | +9.2% |
| Employees | 6 | 0.0% | +25.2% | +14.4% |
| AUM / Employee | $52M | +24.0% | 1.9% | +6.1% |
Client AUM Segments | |||||
| Wealth AUM | $271M | +19.2% | +21.9% | +20.3% | |
| Institutional AUM | $41M | +298.0% | +64.1% | +45.9% | |
Client Count Segments | |||||
| HNW Clients | 200 | 22.8% | 1.4% | +5.6% | |
| Institutional | 18 | 0.0% | 1.7% | +2.3% | |
| Individuals | 149 | +166.1% | +48.5% | +29.6% | |