| Total AUM | $16.97B |
| Discretionary | $16.97B100% of AUM |
| Client Accounts | 35 |
| Avg Account Size | $485.0M |
| Employees | 48 |
| Peak AUM | $16.97BMar 2026 |
| AUM CAGR | +36.1% /yrover 12 yrs · 37 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $17.0B | +8.5% | +4.7% | +22.4% | |
| Discretionary AUM | $17.0B | ||||
| Total AUM | $16.97B |
| Discretionary | $16.97B |
| Employees | 48 |
| Client Accounts | 35 |
Address
301 COMMERCE STREET
FORT WORTH TX 76102
Phone
817-871-4000
Filing History
37 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$17.0B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$17.0B
| +8.5% |
| +4.7% |
| +22.4% |
| Total Accounts | 35 | +2.9% | +7.7% | +14.2% |
| Avg Account Size | $485M | +5.4% | 2.8% | +7.1% |
| Employees | 48 | +6.7% | +8.1% | +7.8% |
| AUM / Employee | $354M | +1.7% | 3.2% | +13.5% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $17.0B | +8.5% | +4.7% | +22.4% | |
Client Count Segments | |||||
| Pooled / Fund | 35 | +2.9% | +7.7% | +14.2% | |