| Total AUM | $132.8M |
| Discretionary | $132.8M100% of AUM |
| Client Accounts | 373 |
| Avg Account Size | $356K |
| Employees | 2 |
| Peak AUM | $132.8MMar 2026 |
| AUM CAGR | +16.0% /yrover 1 yrs · 8 filings |
Total AUM
$133M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $133M | +17.5% | — | — | |
| Discretionary AUM | $133M | ||||
| Total AUM | $132.8M |
| Discretionary | $132.8M |
| Employees | 2 |
| Client Accounts | 373 |
Address
601 MAIN STREET
LUBBOCK TX 79401-3598
Phone
806-744-2689
Filing History
8 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$133M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| — |
| — |
| Total Accounts | 373 | +25.6% | — | — |
| Avg Account Size | $356,022.375 | 6.5% | — | — |
| Employees | 2 | 0.0% | — | — |
| AUM / Employee | $66M | +17.5% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $131M | +17.6% | — | — | |
| Institutional AUM | $2M | +9.4% | — | — | |
Client Count Segments | |||||
| HNW Clients | 79 | 10.2% | — | — | |
| Institutional | 1 | 0.0% | — | — | |
| Individuals | 26 | +18.2% | — | — | |