| Total AUM | $156.4M |
| Discretionary | $156.4M100% of AUM |
| Client Accounts | 6 |
| Avg Account Size | $26.1M |
| Employees | 11 |
| Peak AUM | $214.9MMar 2021 |
| AUM CAGR | -4.2% /yrover 6 yrs · 17 filings |
Total AUM
$156M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $156M | 13.6% | 6.2% | 6.2% | |
| Discretionary AUM | |||||
| Total AUM | $156.4M |
| Discretionary | $156.4M |
| Employees | 11 |
| Client Accounts | 6 |
Address
3208 GREENLEAF DR.
WACO TX 76710-1453
Phone
254-313-1003
Filing History
17 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$156M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $156M |
| 13.6% |
| 6.2% |
| 6.2% |
| Total Accounts | 6 | 0.0% | +6.3% | 0.0% |
| Avg Account Size | $26M | 13.6% | 11.8% | 6.2% |
| Employees | 11 | 8.3% | 11.7% | 9.4% |
| AUM / Employee | $14M | 5.8% | +6.2% | +3.6% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $156M | 13.6% | 6.2% | 6.2% | |
Client Count Segments | |||||
| Pooled / Fund | 6 | 0.0% | +6.3% | 0.0% | |