| Total AUM | $374.4M |
| Discretionary | $268.6M72% of AUM |
| Non-Discretionary | $105.8M |
| Client Accounts | 42 |
| Avg Account Size | $8.9M |
| Employees | 9 |
| Peak AUM | $374.4MMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $374M | +4.9% | +14.3% | +8.8% | |
| Discretionary AUM | |||||
| Total AUM | $374.4M |
| Discretionary | $268.6M |
| Employees | 9 |
| Client Accounts | 42 |
| Client Range | 26-50 |
Address
1701 DIRECTORS BLVD.
AUSTIN TX 78744
Phone
512-697-0290
Filing History
27 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$269M
71.7% of AUM
Non-Discretionary
$106M
28.3% of AUM
Disc. mix ▼ 2.3pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$374M
| $269M |
| +1.7% |
| +10.2% |
| +5.8% |
| Non-Disc. AUM | $106M | +14.2% | +28.2% | +20.1% |
| Total Accounts | 42 | 83.1% | 42.8% | 31.3% |
| Avg Account Size | $9M | +522.1% | +99.6% | +58.5% |
| Employees | 9 | +12.5% | +8.7% | +5.2% |
| AUM / Employee | $42M | 6.7% | +5.1% | +3.5% |
Client AUM Segments | |||||
| Wealth AUM | $298M | 8.6% | +6.9% | +6.5% | |
| Institutional AUM | $4M | +2.2% | +2.2% | +15.8% | |
| Fund / Pooled AUM | $72M | +168.5% | +182.7% | +22.9% | |
Client Count Segments | |||||
| HNW Clients | 16 | 0.0% | 2.0% | +1.3% | |
| Institutional | 1 | 0.0% | 0.0% | 0.0% | |
| Pooled / Fund | 2 | +100.0% | +26.0% | +14.9% | |
| Individuals | 23 | +9.5% | 0.0% | 3.9% | |