| Total AUM | $1.37B |
| Discretionary | $1.37B100% of AUM |
| Client Accounts | 176 |
| Avg Account Size | $7.8M |
| Employees | 2 |
| Peak AUM | $1.37BMar 2026 |
| AUM CAGR | +109.3% /yrover 3 yrs · 10 filings |
Total AUM
$1.4B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.4B | +345.9% | +90.2% | — | |
| Discretionary AUM | $1.4B | ||||
| Total AUM | $1.37B |
| Discretionary | $1.37B |
| Employees | 2 |
| Client Accounts | 176 |
Address
5956 SHERRY LANE
DALLAS TX 75225
Phone
214-871-2666
Filing History
10 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.4B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| +345.9% |
| +90.2% |
| — |
| Total Accounts | 176 | +175.0% | +22.4% | — |
| Avg Account Size | $8M | +62.1% | +55.4% | — |
| Employees | 2 | 0.0% | 0.0% | — |
| AUM / Employee | $683M | +345.9% | +90.2% | — |
Client AUM Segments | |||||
| Wealth AUM | $217M | 4.9% | +39.7% | — | |
| Institutional AUM | $1.1B | +10792.2% | +183.6% | — | |
| Other AUM | $98M | +41.6% | +10.7% | — | |
Client Count Segments | |||||
| HNW Clients | 7 | +16.7% | +5.3% | — | |
| Institutional | 9 | +28.6% | 0.0% | — | |
| Individuals | 45 | +7.1% | 4.7% | — | |