| Total AUM | $549.0M |
| Discretionary | $549.0M100% of AUM |
| Client Accounts | 231 |
| Avg Account Size | $2.4M |
| Employees | 8 |
| Peak AUM | $549.0MMar 2026 |
| AUM CAGR | +13.2% /yrover 24 yrs · 60 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $549M | +10.8% | +12.7% | +8.5% | |
| Discretionary AUM | |||||
| Total AUM | $549.0M |
| Discretionary | $549.0M |
| Employees | 8 |
| Client Accounts | 231 |
| Client Range | 0 |
Address
9303 NEW TRAILS DRIVE
THE WOODLANDS TX 77381
Phone
281-364-0606
Filing History
60 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$549M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$549M
| $549M |
| +10.8% |
| +12.7% |
| +8.5% |
| Total Accounts | 231 | 73.3% | 32.2% | 22.2% |
| Avg Account Size | $2M | +314.8% | +66.4% | +39.5% |
| Employees | 8 | +14.3% | +10.1% | +9.9% |
| AUM / Employee | $69M | 3.1% | +2.4% | 1.2% |
Client AUM Segments | |||||
| Wealth AUM | $547M | +10.7% | +12.7% | +8.5% | |
| Institutional AUM | $2M | +38.8% | +15.8% | — | |
Client Count Segments | |||||
| HNW Clients | 98 | +3.2% | +6.1% | +1.1% | |
| Institutional | 3 | 0.0% | 0.0% | — | |
| Individuals | 130 | +1.6% | +5.1% | +9.4% | |