| Total AUM | $187.7M |
| Discretionary | $187.7M100% of AUM |
| Client Accounts | 1,122 |
| Avg Account Size | $167K |
| Employees | 10 |
| Peak AUM | $187.7MFeb 2026 |
| AUM CAGR | +21.5% /yrover 3 yrs · 10 filings |
Total AUM
$188M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $188M | +43.3% | +21.5% | — | |
| Discretionary AUM | $188M | ||||
| Total AUM | $187.7M |
| Discretionary | $187.7M |
| Employees | 10 |
| Client Accounts | 1122 |
| Client Range | 0 |
Address
3404 NW 135TH ST
OKLAHOMA CITY OK 73120-4009
Phone
(405) 844-9933
Filing History
10 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$188M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| +43.3% |
| +21.5% |
| — |
| Total Accounts | 1k | +9.4% | +6.6% | — |
| Avg Account Size | $167,290.734 | +31.0% | +14.0% | — |
| Employees | 10 | 0.0% | +8.2% | — |
| AUM / Employee | $19M | +43.3% | +12.3% | — |
Client AUM Segments | |||||
| Wealth AUM | $188M | +43.3% | +21.5% | — | |
Client Count Segments | |||||
| HNW Clients | 550 | +4.4% | +3.6% | — | |
| Institutional | 12 | 0.0% | +21.0% | — | |
| Individuals | 40 | +21.2% | +23.5% | — | |