| Total AUM | $40.5M |
| Discretionary | $40.5M100% of AUM |
| Client Accounts | 30 |
| Avg Account Size | $1.3M |
| Employees | 2 |
| Peak AUM | $40.7MDec 2025 |
Total AUM
$40M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $40M | 0.5% | — | — | — |
| Discretionary AUM | $40M | 0.5% | |||
| Total AUM | $40.5M |
| Discretionary | $40.5M |
| Employees | 2 |
| Client Accounts | 30 |
Address
8701 W. HIGHWAY 71, SUITE 201
AUSTIN TX 78735
Phone
(512) 730-1015
Filing History
4 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$40M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| — |
| — |
— |
| Total Accounts | 30 | +3.4% | — | — | — |
| Avg Account Size | $1M | 3.8% | — | — | — |
| Employees | 2 | 0.0% | — | — | — |
| AUM / Employee | $20M | 0.5% | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $29M | 17.4% | — | — | — |
| Other AUM | $12M | — | — | — | — |
Client Count Segments | |||||
| HNW Clients | 9 | +12.5% | — | — | — |
| Pooled / Fund | 1 | 0.0% | — | — | — |
| Individuals | 9 | 18.2% | — | — | — |