| Total AUM | $795.9M |
| Discretionary | $789.2M99% of AUM |
| Non-Discretionary | $6.7M |
| Client Accounts | 2,131 |
| Avg Account Size | $374K |
| Employees | 10 |
| Peak AUM | $795.9MJan 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $796M | +11.3% | +17.1% | +9.6% | |
| Discretionary AUM | |||||
| Total AUM | $795.9M |
| Discretionary | $789.2M |
| Employees | 10 |
| Client Accounts | 2131 |
| Client Range | 26-50 |
Address
1800 S. TELSHOR
LAS CRUCES NM 88011
Phone
575-556-8500
Filing History
55 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$789M
99.2% of AUM
Non-Discretionary
$7M
0.8% of AUM
Disc. mix ▼ 0.0pp vs 1 year ago
Custody
No related registrations reported
| +9.6% /yrover 25 yrs · 55 filings |
Total AUM
$796M
| $789M |
| +11.3% |
| +17.2% |
| +9.7% |
| Non-Disc. AUM | $7M | +13.2% | +5.0% | +1.2% |
| Total Accounts | 2k | +9.6% | +9.7% | +9.0% |
| Avg Account Size | $373,502.393 | +1.6% | +6.7% | +0.6% |
| Employees | 10 | +42.9% | +11.9% | +4.3% |
| AUM / Employee | $80M | 22.1% | +4.6% | +5.0% |
Client AUM Segments | |||||
| Wealth AUM | $738M | +12.4% | +18.1% | +9.6% | |
| Institutional AUM | $58M | 1.5% | +6.4% | +9.8% | |
Client Count Segments | |||||
| HNW Clients | 742 | +9.6% | +8.6% | +9.4% | |
| Institutional | 159 | +29.3% | +8.2% | +4.7% | |
| Individuals | 230 | +6.0% | +7.3% | +9.3% | |