| Total AUM | $534.1M |
| Discretionary | $534.1M100% of AUM |
| Client Accounts | 1,023 |
| Avg Account Size | $522K |
| Employees | 5 |
| Peak AUM | $534.1MMar 2026 |
| AUM CAGR | +15.2% /yrover 11 yrs · 18 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $534M | +16.9% | +14.0% | +10.7% | |
| Discretionary AUM | |||||
| Total AUM | $534.1M |
| Discretionary | $534.1M |
| Employees | 5 |
| Client Accounts | 1023 |
Address
4840 W. PANTHER CREEK, SUITE 210
THE WOODLANDS TX 77381-6647
Phone
(281) 858-3524
Filing History
18 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$534M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$534M
| $534M |
| +16.9% |
| +14.0% |
| +10.7% |
| Total Accounts | 1k | +4.7% | +9.0% | +10.0% |
| Avg Account Size | $522,133.797 | +11.7% | +4.6% | +0.7% |
| Employees | 5 | 16.7% | 5.9% | 3.6% |
| AUM / Employee | $107M | +40.3% | +21.2% | +14.9% |
Client AUM Segments | |||||
| Wealth AUM | $534M | +16.9% | +14.0% | +10.7% | |
Client Count Segments | |||||
| HNW Clients | 36 | +12.5% | +2.9% | +3.0% | |
| Individuals | 129 | +11.2% | +9.6% | +10.0% | |