| Total AUM | $398.8M |
| Discretionary | $108.4M27% of AUM |
| Non-Discretionary | $290.4M |
| Client Accounts | 477 |
| Avg Account Size | $836K |
| Employees | 25 |
| Peak AUM | $398.8MMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $399M | +156.8% | +47.5% | — | |
| Discretionary AUM | $108M | ||||
| Total AUM | $398.8M |
| Discretionary | $108.4M |
| Employees | 25 |
| Client Accounts | 477 |
| Client Range | 1-10 |
Address
300 WEST 6TH STREET
AUSTIN TX 78701-4666
Phone
866-342-1069
Filing History
19 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$108M
27.2% of AUM
Non-Discretionary
$290M
72.8% of AUM
Disc. mix ▼ 21.5pp vs 1 year ago
| +18.2% /yrover 16 yrs · 19 filings |
Total AUM
$399M
| +43.4% |
| +27.8% |
| — |
| Non-Disc. AUM | $290M | +264.4% | +58.8% | — |
| Total Accounts | 477 | +24.5% | +18.2% | — |
| Avg Account Size | $836,059.792 | +106.2% | +24.8% | — |
| Employees | 25 | +19.0% | +22.7% | — |
| AUM / Employee | $16M | +115.7% | +20.2% | — |
Client AUM Segments | |||||
| Wealth AUM | $123M | +32.7% | +29.3% | — | |
| Institutional AUM | $276M | +338.8% | +65.0% | — | |
Client Count Segments | |||||
| HNW Clients | 389 | +27.1% | +24.9% | — | |
| Institutional | 66 | +15.8% | +10.3% | — | |
| Individuals | 22 | +10.0% | +3.4% | — | |