| Total AUM | $282.71B |
| Discretionary | $279.33B99% of AUM |
| Non-Discretionary | $3.39B |
| Client Accounts | 4,061 |
| Avg Account Size | $69.6M |
| Employees | 699 |
| Peak AUM | $282.71BMar 2026 |
| AUM CAGR | +5.5% /yrover 25 yrs · 108 filings |
Total AUM
$282.7B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $282.7B | +85.6% | +26.1% | +13.0% | |
| Discretionary AUM | $279.3B | +83.4% | +25.6% | +13.2% | |
| Non-Disc. AUM | $3.4B | — | — | +3.2% | |
| Total Accounts | 4k | +58.3% | +5.9% | +10.3% | |
| Avg Account Size | $70M | +17.3% | +19.1% | +2.4% | |
| Employees | 699 | +52.0% | +11.1% | +9.9% | |
| AUM / Employee | $404M | +22.2% | +13.6% | +2.8% | |
Client AUM Segments | |||||
| Wealth AUM | $1.3B | +71.3% | +16.6% | 18.5% | |
| Institutional AUM | $26.8B | +126.2% | +42.7% | +16.8% | |
| Fund / Pooled AUM | $250.3B | +79.2% | +24.2% | +12.8% | |
| Other AUM | $3.2B | — | — | — | — |
Client Count Segments | |||||
| HNW Clients | 3k | +43.8% | +7.8% | +14.6% | |
| Institutional | 283 | +40.8% | 2.0% | +3.9% | |
| Pooled / Fund | 495 | +931.3% | +139.5% | +70.9% | |
| Individuals | 37 | 32.7% | 25.9% | 18.8% | |
| Total AUM | $282.71B |
| Discretionary | $279.33B |
| Employees | 699 |
| Client Accounts | 4061 |
Address
15935 LA CANTERA PKWY
SAN ANTONIO TX 78256
Phone
877-660-4400
Filing History
108 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$279.3B
98.8% of AUM
Non-Discretionary
$3.4B
1.2% of AUM
Disc. mix ▼ 1.2pp vs 1 year ago
Custody