DBA: MYECFO
| Total AUM | $263.4M |
| Discretionary | $262.7M100% of AUM |
| Non-Discretionary | $642K |
| Client Accounts | 187 |
| Avg Account Size | $1.4M |
| Employees | 6 |
| Peak AUM | $263.4MFeb 2026 |
| AUM CAGR | +21.0% /yrover 5 yrs · 9 filings |
Total AUM
$263M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $263M | +24.6% | +22.2% | +21.0% | |
| Discretionary AUM | $263M | ||||
| Total AUM | $263.4M |
| Discretionary | $262.7M |
| Employees | 6 |
| Client Accounts | 187 |
| Client Range | 101-250 |
Phone
6502314609
Filing History
9 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$263M
99.8% of AUM
Non-Discretionary
$641,812
0.2% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| +24.7% |
| +22.4% |
| +21.8% |
| Non-Disc. AUM | $641,812 | +6.2% | 14.1% | 28.8% |
| Total Accounts | 187 | +12.7% | +3.6% | +4.8% |
| Avg Account Size | $1M | +10.6% | +18.0% | +15.5% |
| Employees | 6 | 33.3% | 12.6% | +8.4% |
| AUM / Employee | $44M | +87.0% | +39.9% | +11.6% |
Client AUM Segments | |||||
| Wealth AUM | $263M | +24.7% | +22.3% | +21.0% | |
| Institutional AUM | $749,054 | +17.2% | +15.1% | +17.3% | |
Client Count Segments | |||||
| HNW Clients | 152 | +1.3% | +5.1% | +5.4% | |
| Institutional | 4 | 0.0% | 7.2% | 4.4% | |
| Individuals | 31 | +158.3% | 1.1% | +3.6% | |