| Total AUM | $358.7M |
| Discretionary | $358.7M100% of AUM |
| Client Accounts | 2 |
| Avg Account Size | $179.3M |
| Employees | 6 |
| Peak AUM | $358.7MMar 2026 |
| AUM CAGR | +4.9% /yrover 20 yrs · 27 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $359M | +14.5% | +17.0% | +5.0% | |
| Discretionary AUM | |||||
| Total AUM | $358.7M |
| Discretionary | $358.7M |
| Employees | 6 |
| Client Accounts | 2 |
Address
8117 PRESTON ROAD
DALLAS TX 75225
Phone
972-713-5001
Filing History
27 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$359M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$359M
| $359M |
| +14.5% |
| +17.0% |
| +5.0% |
| Total Accounts | 2 | 0.0% | 12.6% | 7.8% |
| Avg Account Size | $179M | +14.5% | +33.9% | +13.9% |
| Employees | 6 | 0.0% | +14.5% | +3.7% |
| AUM / Employee | $60M | +14.5% | +2.2% | +1.2% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $359M | +14.5% | +17.1% | +5.0% | |
Client Count Segments | |||||
| Pooled / Fund | 2 | 0.0% | 0.0% | 0.0% | |