| Total AUM | $1.29B |
| Discretionary | $1.29B100% of AUM |
| Client Accounts | 3,714 |
| Avg Account Size | $348K |
| Employees | 34 |
| Peak AUM | $1.29BMar 2026 |
Total AUM
$1.3B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.3B | +23.1% | +24.0% | +19.5% | |
| Discretionary AUM | |||||
| Total AUM | $1.29B |
| Discretionary | $1.29B |
| Employees | 34 |
| Client Accounts | 3714 |
| Client Range | 251-500 |
Address
1600 SOLANA BOULEVARD
WESTLAKE TX 76262
Phone
646-854-4370
Filing History
27 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.3B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| $1.3B |
| +23.1% |
| +24.0% |
| +19.5% |
| Total Accounts | 4k | +17.4% | +65.4% | +26.0% |
| Avg Account Size | $347,677.028 | +4.9% | 25.1% | 5.1% |
| Employees | 34 | 10.5% | 1.0% | +17.8% |
| AUM / Employee | $38M | +37.6% | +25.2% | +1.5% |
Client AUM Segments | |||||
| Wealth AUM | $1.3B | +23.2% | +24.1% | +19.6% | |
| Institutional AUM | $19M | +17.5% | +15.7% | +15.3% | |
Client Count Segments | |||||
| HNW Clients | 396 | 1.2% | 9.7% | +11.5% | |
| Institutional | 21 | +10.5% | 20.0% | 3.4% | |
| Individuals | 579 | +9.9% | 28.2% | 8.7% | |