| Total AUM | $418.9M |
| Discretionary | $418.9M100% of AUM |
| Client Accounts | 2,619 |
| Avg Account Size | $160K |
| Employees | 60 |
| Peak AUM | $418.9MFeb 2026 |
| AUM CAGR | +44.3% /yrover 4 yrs · 28 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $419M | +15.7% | +29.6% | +44.3% | |
| Discretionary AUM | |||||
| Total AUM | $418.9M |
| Discretionary | $418.9M |
| Employees | 60 |
| Client Accounts | 2619 |
| Client Range | 1-10 |
Address
835 MAIN STREET
BUDA TX 78610
Phone
512-268-9220
Filing History
28 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$419M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$419M
| $419M |
| +15.7% |
| +29.6% |
| +44.3% |
| Total Accounts | 3k | +4.0% | +29.6% | +58.6% |
| Avg Account Size | $159,956.583 | +11.3% | 0.0% | 9.0% |
| Employees | 60 | +46.3% | +82.0% | +65.9% |
| AUM / Employee | $7M | 20.9% | 28.8% | 13.0% |
Client AUM Segments | |||||
| Wealth AUM | $405M | +17.0% | +28.4% | +43.1% | |
| Institutional AUM | $13M | 18.8% | +143.6% | +148.5% | |
| Fund / Pooled AUM | $1M | — | — | — | |
Client Count Segments | |||||
| HNW Clients | 1k | 40.9% | +13.5% | +87.4% | |
| Institutional | 38 | 56.3% | +122.9% | +96.9% | |
| Pooled / Fund | 1 | — | — | — | |
| Individuals | 201 | +116.1% | 3.4% | +14.8% | |