| Total AUM | $404.4M |
| Discretionary | $404.4M100% of AUM |
| Client Accounts | 1,036 |
| Avg Account Size | $390K |
| Employees | 7 |
| Peak AUM | $404.4MMar 2026 |
| AUM CAGR | +54.5% /yrover 1 yrs · 6 filings |
Total AUM
$404M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $404M | +14.9% | — | — | |
| Discretionary AUM | $404M | ||||
| Total AUM | $404.4M |
| Discretionary | $404.4M |
| Employees | 7 |
| Client Accounts | 1036 |
| Client Range | 1-10 |
Address
4456 LOCKHILL SELMA RD
SAN ANTONIO TX 78249
Phone
210-547-3450
Filing History
6 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$404M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.9pp vs 1 year ago
Custody
No related registrations reported
| — |
| — |
| Total Accounts | 1k | +16.5% | — | — |
| Avg Account Size | $390,338.195 | 1.4% | — | — |
| Employees | 7 | 12.5% | — | — |
| AUM / Employee | $58M | +31.3% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $404M | +16.0% | — | — | |
Client Count Segments | |||||
| HNW Clients | 139 | 3.5% | — | — | |
| Individuals | 108 | +12.5% | — | — | |