| Total AUM | $42.95B |
| Discretionary | $42.24B98% of AUM |
| Non-Discretionary | $712.5M |
| Client Accounts | 67 |
| Avg Account Size | $641.0M |
| Employees | 145 |
| Peak AUM | $42.95BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $43.0B | +7.1% | +9.1% | +9.3% | |
| Discretionary AUM | |||||
| Total AUM | $42.95B |
| Discretionary | $42.24B |
| Employees | 145 |
| Client Accounts | 67 |
| Client Range | 11-25 |
Address
201 MAIN STREET
FORT WORTH TX 76102
Phone
817-333-0027
Filing History
38 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$42.2B
98.3% of AUM
Non-Discretionary
$713M
1.7% of AUM
Disc. mix ▼ 0.3pp vs 1 year ago
Custody
| +8.6% /yrover 16 yrs · 38 filings |
Total AUM
$43.0B
| $42.2B |
| +6.8% |
| +8.5% |
| +9.3% |
| Non-Disc. AUM | $713M | +29.6% | +151.7% | +13.0% |
| Total Accounts | 67 | +6.3% | +9.5% | +7.3% |
| Avg Account Size | $641M | +0.7% | 0.4% | +1.9% |
| Employees | 145 | +28.3% | +10.0% | +9.5% |
| AUM / Employee | $296M | 16.6% | 0.8% | 0.2% |
Client AUM Segments | |||||
| Wealth AUM | $810M | 10.4% | +5.2% | +15.9% | |
| Fund / Pooled AUM | $11.1B | +2.4% | +14.0% | +12.0% | |
| Other AUM | $31.0B | +9.4% | +7.7% | +8.3% | |
Client Count Segments | |||||
| Pooled / Fund | 14 | +27.3% | +20.5% | +11.8% | |
| Individuals | 11 | +22.2% | +16.3% | +9.5% | |