| Total AUM | $890.8M |
| Discretionary | $890.8M100% of AUM |
| Client Accounts | 6 |
| Avg Account Size | $148.5M |
| Employees | 23 |
| Peak AUM | $890.8MMar 2026 |
| AUM CAGR | +17.1% /yrover 10 yrs · 17 filings |
Total AUM
$891M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $891M | +65.1% | +73.8% | — | |
| Discretionary AUM | $891M | ||||
| Total AUM | $890.8M |
| Discretionary | $890.8M |
| Employees | 23 |
| Client Accounts | 6 |
Address
2519 FAIRMOUNT ST.
DALLAS TX 75201
Phone
605-380-5347
Filing History
17 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$891M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| +65.1% |
| +73.8% |
| — |
| Total Accounts | 6 | +20.0% | +26.0% | — |
| Avg Account Size | $148M | +37.6% | +37.9% | — |
| Employees | 23 | +15.0% | +32.0% | — |
| AUM / Employee | $39M | +43.6% | +31.6% | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $891M | +65.1% | +73.8% | — | |
Client Count Segments | |||||
| Pooled / Fund | 6 | +20.0% | +26.0% | — | |