| Total AUM | $177.6M |
| Discretionary | $00% of AUM |
| Non-Discretionary | $177.6M |
| Client Accounts | 217 |
| Avg Account Size | $818K |
| Employees | 4 |
| Peak AUM | $177.6MJan 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $178M | +3.3% | +6.6% | +7.4% | |
| Non-Disc. AUM | $178M | ||||
| Total AUM | $177.6M |
| Discretionary | $0 |
| Employees | 4 |
| Client Accounts | 217 |
Address
1598 COPPERFIELD PARKWAY
COLLEGE STATION TX 77845
Phone
979-260-9696
Filing History
22 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$0
0.0% of AUM
Non-Discretionary
$178M
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| +10.0% /yrover 18 yrs · 22 filings |
Total AUM
$178M
| +3.3% |
| +6.6% |
| +7.4% |
| Total Accounts | 217 | 9.6% | +0.4% | +1.6% |
| Avg Account Size | $818,399.926 | +14.2% | +6.1% | +5.8% |
| Employees | 4 | 20.0% | 0.0% | 4.4% |
| AUM / Employee | $44M | +29.1% | +6.6% | +12.4% |
Client AUM Segments | |||||
| Wealth AUM | $157M | +2.3% | +8.6% | +7.8% | |
| Institutional AUM | $21M | +11.1% | 4.7% | +5.0% | |
Client Count Segments | |||||
| HNW Clients | 61 | 7.6% | +1.6% | +1.0% | |
| Institutional | 14 | 6.7% | +19.4% | 6.0% | |
| Individuals | 38 | 17.4% | 5.9% | 5.4% | |