| Total AUM | $154.4M |
| Discretionary | $154.4M100% of AUM |
| Client Accounts | 48 |
| Avg Account Size | $3.2M |
| Employees | 3 |
| Peak AUM | $154.4MMar 2026 |
Total AUM
$154M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $154M | — | — | — | — |
| Discretionary AUM | $154M | — | — | ||
| Total AUM | $154.4M |
| Discretionary | $154.4M |
| Employees | 3 |
| Client Accounts | 48 |
Address
600 TRAVIS STREET
HOUSTON TX 77002
Phone
(713) 250-4200
Filing History
4 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$154M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
— |
| Total Accounts | 48 | — | — | — | — |
| Avg Account Size | $3M | — | — | — | — |
| Employees | 3 | 0.0% | — | — | — |
| AUM / Employee | $51M | — | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $154M | — | — | — | — |
Client Count Segments | |||||
| Individuals | 3 | — | — | — | — |