| Total AUM | $1.46B |
| Discretionary | $1.46B100% of AUM |
| Client Accounts | 3 |
| Avg Account Size | $486.5M |
| Employees | 8 |
| Peak AUM | $8.63BMar 2024 |
| AUM CAGR | +11.4% /yrover 14 yrs · 24 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.5B | 80.3% | 36.8% | 17.5% | |
| Discretionary AUM | |||||
| Total AUM | $1.46B |
| Discretionary | $1.46B |
| Employees | 8 |
| Client Accounts | 3 |
Address
6688 N. CENTRAL EXPRESSWAY
DALLAS TX 75206
Phone
214-979-2313
Filing History
24 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.5B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$1.5B
| $1.5B |
| 80.3% |
| 36.8% |
| 17.5% |
| Total Accounts | 3 | 50.0% | 0.0% | 5.6% |
| Avg Account Size | $486M | 60.5% | 36.8% | 12.6% |
| Employees | 8 | 42.9% | 0.0% | +2.7% |
| AUM / Employee | $182M | 65.5% | 36.8% | 19.7% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $1.5B | 80.3% | 36.8% | 17.5% | |
Client Count Segments | |||||
| Pooled / Fund | 3 | 50.0% | 0.0% | 5.6% | |