| Total AUM | $560.1M |
| Discretionary | $560.1M100% of AUM |
| Client Accounts | 2,478 |
| Avg Account Size | $226K |
| Employees | 7 |
| Peak AUM | $560.1MMar 2026 |
| AUM CAGR | +21.2% /yrover 9 yrs · 20 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $560M | +9.9% | +11.0% | +14.2% | |
| Discretionary AUM | |||||
| Total AUM | $560.1M |
| Discretionary | $560.1M |
| Employees | 7 |
| Client Accounts | 2478 |
| Client Range | 0 |
Address
5424 S. MEMORIAL DRIVE
TULSA OK 74145
Phone
918-794-9290
Filing History
20 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$560M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$560M
| $560M |
| +9.9% |
| +11.0% |
| +14.2% |
| Total Accounts | 2k | +5.4% | +22.3% | +8.3% |
| Avg Account Size | $226,033.34 | +4.3% | 9.2% | +5.4% |
| Employees | 7 | 0.0% | +20.5% | +11.8% |
| AUM / Employee | $80M | +9.9% | 7.9% | +2.1% |
Client AUM Segments | |||||
| Wealth AUM | $560M | +9.9% | +11.0% | +14.2% | |
| Institutional AUM | $206,850 | +8.6% | 23.8% | 7.9% | |
Client Count Segments | |||||
| HNW Clients | 1k | 55.7% | 6.1% | 1.3% | |
| Institutional | 1 | 0.0% | 37.0% | 24.2% | |
| Individuals | 148 | +142.6% | +5.0% | +38.5% | |