| Total AUM | $232.4M |
| Discretionary | $232.4M100% of AUM |
| Client Accounts | 2 |
| Avg Account Size | $116.2M |
| Employees | 4 |
| Peak AUM | $232.4MMar 2025 |
Total AUM
$232M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $232M | +2.2% | — | — | |
| Discretionary AUM | $232M | ||||
| Total AUM | $232.4M |
| Discretionary | $232.4M |
| Employees | 4 |
| Client Accounts | 2 |
Address
6136 FRISCO SQUARE BLVD.
FRISCO TX 75034
Phone
972-452-6883
Filing History
7 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$232M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| — |
| — |
| Total Accounts | 2 | 0.0% | — | — |
| Avg Account Size | $116M | +2.2% | — | — | — |
| Employees | 4 | 0.0% | +58.7% | — |
| AUM / Employee | $58M | +2.2% | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $232M | +2.2% | — | — | |
Client Count Segments | |||||
| Pooled / Fund | 2 | 0.0% | 0.0% | — | |