| Total AUM | $464.8M |
| Discretionary | $464.8M100% of AUM |
| Client Accounts | 113 |
| Avg Account Size | $4.1M |
| Employees | 4 |
| Peak AUM | $464.8MSep 2025 |
| AUM CAGR | +64.4% /yrover 3 yrs · 4 filings |
Total AUM
$465M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $465M | +52.3% | +64.4% | — | — |
| Discretionary AUM | $465M | +52.3% | |||
| Total AUM | $464.8M |
| Discretionary | $464.8M |
| Employees | 4 |
| Client Accounts | 113 |
Address
333 TEXAS STREET
SHREVEPORT LA 71101
Phone
318-517-6255
Filing History
4 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$465M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| +64.4% |
| — |
— |
| Total Accounts | 113 | +46.8% | +30.6% | — | — |
| Avg Account Size | $4M | +3.8% | +25.8% | — | — |
| Employees | 4 | 0.0% | +10.7% | — | — |
| AUM / Employee | $116M | +52.3% | +48.5% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $372M | +142.7% | +55.9% | — | — |
| Institutional AUM | $93M | 38.7% | +137.4% | — | — |
Client Count Segments | |||||
| HNW Clients | 43 | +38.7% | +28.8% | — | — |
| Institutional | 18 | +63.6% | +57.2% | — | — |
| Individuals | 52 | +48.6% | +26.0% | — | — |