| Total AUM | $175.2M |
| Discretionary | $133.6M76% of AUM |
| Non-Discretionary | $41.6M |
| Client Accounts | 35 |
| Avg Account Size | $5.0M |
| Employees | 5 |
| Peak AUM | $175.2MFeb 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $175M | +11.4% | +15.1% | — | |
| Discretionary AUM | $134M | ||||
| Total AUM | $175.2M |
| Discretionary | $133.6M |
| Employees | 5 |
| Client Accounts | 35 |
| Client Range | 11-25 |
Address
12240 INWOOD ROAD
DALLAS TX 75244
Phone
(214) 945-0888
Filing History
19 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$134M
76.2% of AUM
Non-Discretionary
$42M
23.8% of AUM
Disc. mix ▼ 23.8pp vs 1 year ago
No related registrations reported
Total AUM
$175M
| 15.1% |
| +4.9% |
| — |
| Non-Disc. AUM | $42M | — | — | — |
| Total Accounts | 35 | 81.3% | 39.0% | — |
| Avg Account Size | $5M | +495.1% | +88.8% | — |
| Employees | 5 | 0.0% | +8.0% | +41.2% |
| AUM / Employee | $35M | +11.4% | +6.6% | — |
Client AUM Segments | |||||
| Wealth AUM | $175M | +11.4% | +15.1% | — | |
Client Count Segments | |||||
| Individuals | 21 | 25.0% | 1.6% | — | |