| Total AUM | $335.2M |
| Discretionary | $333.3M99% of AUM |
| Non-Discretionary | $1.9M |
| Client Accounts | 825 |
| Avg Account Size | $406K |
| Employees | 2 |
| Peak AUM | $335.2MMar 2026 |
| AUM CAGR | +13.1% /yrover 8 yrs · 12 filings |
Total AUM
$335M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $335M | +18.2% | +14.6% | +12.7% | |
| Discretionary AUM | |||||
| Total AUM | $335.2M |
| Discretionary | $333.3M |
| Employees | 2 |
| Client Accounts | 825 |
| Client Range | 251-500 |
Address
22202 HIGHLAND KNOLLS DRIVE
KATY TX 77450
Phone
281-395-1021
Filing History
12 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$333M
99.4% of AUM
Non-Discretionary
$2M
0.6% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
No related registrations reported
| $333M |
| +18.3% |
| +14.7% |
| +13.0% |
| Non-Disc. AUM | $2M | 4.1% | 1.1% | 10.2% |
| Total Accounts | 825 | +2.1% | +3.7% | +5.9% |
| Avg Account Size | $406,270.202 | +15.7% | +10.5% | +6.5% |
| Employees | 2 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $168M | +18.2% | +14.6% | +12.7% |
Client AUM Segments | |||||
| Wealth AUM | $335M | +18.2% | +14.6% | +12.7% | |
Client Count Segments | |||||
| HNW Clients | 174 | 7.9% | 2.4% | +2.4% | |
| Individuals | 90 | +16.9% | +15.8% | +13.3% | |