| Total AUM | $306.6M |
| Discretionary | $294.2M96% of AUM |
| Non-Discretionary | $12.4M |
| Client Accounts | 759 |
| Avg Account Size | $404K |
| Employees | 5 |
| Peak AUM | $306.6MMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $307M | +19.6% | +12.5% | +6.8% | |
| Discretionary AUM | |||||
| Total AUM | $306.6M |
| Discretionary | $294.2M |
| Employees | 5 |
| Client Accounts | 759 |
| Client Range | 0 |
Phone
281.966.3370
Filing History
36 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$294M
95.9% of AUM
Non-Discretionary
$12M
4.1% of AUM
Disc. mix ▼ 1.3pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$307M
| $294M |
| +18.0% |
| +11.8% |
| +6.3% |
| Non-Disc. AUM | $12M | +73.7% | +35.6% | +28.3% |
| Total Accounts | 759 | 3.9% | +0.2% | 0.2% |
| Avg Account Size | $403,944.248 | +24.5% | +12.2% | +7.0% |
| Employees | 5 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $61M | +19.6% | +12.5% | +6.8% |
Client AUM Segments | |||||
| Wealth AUM | $305M | +19.2% | +12.4% | +6.8% | |
| Institutional AUM | $1M | +624.8% | +23.2% | +59.5% | |
Client Count Segments | |||||
| HNW Clients | 298 | 4.5% | 3.1% | 2.9% | |
| Individuals | 93 | +13.4% | +17.0% | +6.8% | |