| Total AUM | $184.9M |
| Discretionary | $184.9M100% of AUM |
| Client Accounts | 412 |
| Avg Account Size | $449K |
| Employees | 5 |
| Peak AUM | $184.9MMar 2026 |
| AUM CAGR | +5.2% /yrover 25 yrs · 45 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $185M | +9.9% | +10.5% | +7.2% | |
| Discretionary AUM | |||||
| Total AUM | $184.9M |
| Discretionary | $184.9M |
| Employees | 5 |
| Client Accounts | 412 |
| Client Range | 101-250 |
Address
2925 BRIARPARK DR.
HOUSTON TX 77042
Phone
713-977-3800
Filing History
45 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$185M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$185M
| $185M |
| +9.9% |
| +10.5% |
| +7.2% |
| Total Accounts | 412 | +2.0% | +2.5% | +2.9% |
| Avg Account Size | $448,794.231 | +7.7% | +7.9% | +4.2% |
| Employees | 5 | 16.7% | +18.6% | 0.0% |
| AUM / Employee | $37M | +31.8% | 6.8% | +7.2% |
Client AUM Segments | |||||
| Wealth AUM | $185M | +9.9% | +10.5% | +7.2% | |
| Institutional AUM | $122,206 | 11.7% | 1.1% | 2.4% | |
Client Count Segments | |||||
| HNW Clients | 156 | 6.6% | 4.8% | 1.4% | |
| Institutional | 1 | 0.0% | 0.0% | 0.0% | |
| Individuals | 51 | +8.5% | +16.8% | +5.0% | |