| Total AUM | $4.86B |
| Discretionary | $4.26B88% of AUM |
| Non-Discretionary | $603.5M |
| Client Accounts | 33 |
| Avg Account Size | $147.3M |
| Employees | 63 |
| Peak AUM | $5.18BMar 2025 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $4.9B | 6.2% | +17.1% | +18.0% | |
| Discretionary AUM | |||||
| Total AUM | $4.86B |
| Discretionary | $4.26B |
| Employees | 63 |
| Client Accounts | 33 |
Address
1111 W 6TH ST
AUSTIN TX 78703
Phone
512-610-2910
Filing History
33 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$4.3B
87.6% of AUM
Non-Discretionary
$604M
12.4% of AUM
Disc. mix ▲ 10.3pp vs 1 year ago
| +30.7% /yrover 14 yrs · 33 filings |
Total AUM
$4.9B
| $4.3B |
| +6.4% |
| +12.1% |
| +15.0% |
| Non-Disc. AUM | $604M | 48.8% | — | — |
| Total Accounts | 33 | +6.5% | +9.7% | +20.5% |
| Avg Account Size | $147M | 11.9% | +6.8% | 2.0% |
| Employees | 63 | +3.3% | +5.9% | +11.8% |
| AUM / Employee | $77M | 9.1% | +10.6% | +5.5% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $4.9B | 6.2% | +17.1% | +18.0% | |
Client Count Segments | |||||
| Pooled / Fund | 33 | +6.5% | +9.7% | +20.5% | |