| Total AUM | $225.5M |
| Discretionary | $225.5M100% of AUM |
| Client Accounts | 334 |
| Avg Account Size | $675K |
| Employees | 2 |
| Peak AUM | $225.5MMar 2026 |
Total AUM
$226M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $226M | +23.9% | +17.1% | +11.7% | |
| Discretionary AUM | |||||
| Total AUM | $225.5M |
| Discretionary | $225.5M |
| Employees | 2 |
| Client Accounts | 334 |
Phone
(713) 252-1661
Filing History
25 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$226M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| $226M |
| +23.9% |
| +17.1% |
| +11.7% |
| Total Accounts | 334 | +14.0% | +9.8% | +3.7% |
| Avg Account Size | $675,200.859 | +8.7% | +6.6% | +7.7% |
| Employees | 2 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $113M | +23.9% | +17.1% | +11.7% |
Client AUM Segments | |||||
| Wealth AUM | $226M | +23.9% | +17.1% | +11.7% | |
Client Count Segments | |||||
| HNW Clients | 45 | +18.4% | +12.0% | +14.1% | |
| Individuals | 71 | +12.7% | +4.6% | +5.5% | |