| Total AUM | $172.4M |
| Discretionary | $172.4M100% of AUM |
| Client Accounts | 251 |
| Avg Account Size | $687K |
| Employees | 2 |
| Peak AUM | $172.4MMar 2026 |
| AUM CAGR | +7.9% /yrover 4 yrs · 8 filings |
Total AUM
$172M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $172M | +18.7% | +14.4% | +7.9% | |
| Discretionary AUM | $172M | ||||
| Total AUM | $172.4M |
| Discretionary | $172.4M |
| Employees | 2 |
| Client Accounts | 251 |
| Client Range | 51-100 |
Address
5900 BALCONES DRIVE
AUSTIN TX 78731
Phone
512-759-7759
Filing History
8 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$172M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| +18.7% |
| +14.4% |
| +7.9% |
| Total Accounts | 251 | 2.0% | +4.4% | 1.6% |
| Avg Account Size | $687,002.61 | +21.0% | +9.5% | +9.7% |
| Employees | 2 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $86M | +18.7% | +14.4% | +7.9% |
Client AUM Segments | |||||
| Wealth AUM | $172M | +18.7% | +14.4% | +7.9% | |
Client Count Segments | |||||
| HNW Clients | 6 | — | 17.4% | 0.0% | |
| Individuals | 48 | 2.0% | +5.9% | +2.2% | |