| Total AUM | $210.0M |
| Discretionary | $210.0M100% of AUM |
| Client Accounts | 129 |
| Avg Account Size | $1.6M |
| Employees | 1 |
| Peak AUM | $227.0MMar 2025 |
| AUM CAGR | +8.8% /yrover 21 yrs · 29 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $210M | 7.5% | +5.5% | +11.3% | |
| Discretionary AUM | $210M | ||||
| Total AUM | $210.0M |
| Discretionary | $210.0M |
| Employees | 1 |
| Client Accounts | 129 |
Address
301 COMMERCE STREET
FORT WORTH TX 76102
Phone
817-348-0577
Filing History
29 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$210M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 2.4pp vs 1 year ago
No related registrations reported
Total AUM
$210M
| 5.2% |
| +7.1% |
| +11.7% |
| Total Accounts | 129 | 16.8% | 0.7% | 0.0% |
| Avg Account Size | $2M | +11.1% | +6.3% | +11.3% |
| Employees | 1 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $210M | 7.5% | +5.5% | +11.3% |
Client AUM Segments | |||||
| Wealth AUM | $189M | 6.9% | +5.2% | +12.4% | |
| Institutional AUM | $21M | 12.5% | +8.8% | +3.8% | |
Client Count Segments | |||||
| HNW Clients | 12 | +33.3% | 53.5% | 20.9% | |
| Institutional | 2 | 0.0% | 0.0% | 24.6% | |
| Individuals | 29 | 9.4% | +76.9% | 2.0% | |