| Total AUM | $2.05B |
| Discretionary | $2.05B100% of AUM |
| Client Accounts | 5 |
| Avg Account Size | $410.1M |
| Employees | 82 |
| Peak AUM | $2.05BMar 2026 |
| AUM CAGR | +26.9% /yrover 11 yrs · 39 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.1B | +14.2% | +11.3% | +17.3% | |
| Discretionary AUM | |||||
| Total AUM | $2.05B |
| Discretionary | $2.05B |
| Employees | 82 |
| Client Accounts | 5 |
Address
944 W WILSHIRE BLVD
OKLAHOMA CITY OK 73116-4221
Phone
405-607-3400
Filing History
39 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$2.1B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$2.1B
| $2.1B |
| +14.2% |
| +11.3% |
| +17.3% |
| Total Accounts | 5 | 0.0% | +7.7% | +20.1% |
| Avg Account Size | $410M | +14.2% | +3.3% | 2.3% |
| Employees | 82 | +7.9% | +5.4% | +6.4% |
| AUM / Employee | $25M | +5.8% | +5.6% | +10.2% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $2.1B | +14.2% | +11.3% | +17.3% | |
Client Count Segments | |||||
| Pooled / Fund | 5 | 0.0% | +7.7% | +20.1% | |