| Total AUM | $126.5M |
| Discretionary | $93.2M74% of AUM |
| Non-Discretionary | $33.3M |
| Client Accounts | 562 |
| Avg Account Size | $225K |
| Employees | 5 |
| Peak AUM | $126.5MMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $126M | +6.5% | +11.2% | — | |
| Discretionary AUM | $93M | ||||
| Total AUM | $126.5M |
| Discretionary | $93.2M |
| Employees | 5 |
| Client Accounts | 562 |
Address
310 WEST MAIN AVENUE
ROUND ROCK TX 78664
Phone
(512) 218-7993
Filing History
18 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$93M
73.7% of AUM
Non-Discretionary
$33M
26.3% of AUM
Disc. mix ▼ 26.3pp vs 1 year ago
No related registrations reported
Total AUM
$126M
| 21.5% |
| +0.5% |
| — |
| Non-Disc. AUM | $33M | — | — | — |
| Total Accounts | 562 | +2.2% | +31.9% | — |
| Avg Account Size | $225,083.63 | +4.3% | 15.7% | — |
| Employees | 5 | 0.0% | 14.5% | +36.6% |
| AUM / Employee | $25M | +6.5% | +30.1% | — |
Client AUM Segments | |||||
| Wealth AUM | $126M | +6.5% | +11.8% | — | |
Client Count Segments | |||||
| HNW Clients | 210 | +1.9% | +34.7% | — | |
| Individuals | 31 | +14.8% | +17.7% | — | |