| Total AUM | $176.4M |
| Discretionary | $176.4M100% of AUM |
| Client Accounts | 18 |
| Avg Account Size | $9.8M |
| Employees | 4 |
| Peak AUM | $176.4MMar 2026 |
| AUM CAGR | +24.3% /yrover 2 yrs · 7 filings |
Total AUM
$176M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $176M | +61.4% | +24.3% | — | |
| Discretionary AUM | $176M | ||||
| Total AUM | $176.4M |
| Discretionary | $176.4M |
| Employees | 4 |
| Client Accounts | 18 |
Address
4900 WOODWAY DRIVE
HOUSTON TX 77056
Phone
281-565-0355
Filing History
7 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$176M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| +61.4% |
| +24.3% |
| — |
| Total Accounts | 18 | +500.0% | +210.9% | — |
| Avg Account Size | $10M | 73.1% | 60.0% | — |
| Employees | 4 | 0.0% | 0.0% | — |
| AUM / Employee | $44M | +61.4% | +24.3% | — |
Client AUM Segments | |||||
| Wealth AUM | $57M | — | — | — | — |
| Fund / Pooled AUM | $93M | +8.6% | +5.6% | — | |
| Other AUM | $26M | +12.5% | 22.8% | — | |
Client Count Segments | |||||
| HNW Clients | 7 | — | — | — | — |
| Pooled / Fund | 2 | 0.0% | 0.0% | — | |
| Individuals | 8 | — | — | — | — |