| Total AUM | $108.5M |
| Discretionary | $108.5M100% of AUM |
| Client Accounts | 158 |
| Avg Account Size | $687K |
| Employees | 1 |
| Peak AUM | $108.5MApr 2026 |
Total AUM
$109M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $109M | — | — | — | — |
| Discretionary AUM | $109M | — | — | ||
| Total AUM | $108.5M |
| Discretionary | $108.5M |
| Employees | 1 |
| Client Accounts | 158 |
| Client Range | 0 |
Address
3030 NW EXPRESSWAY
OKLAHOMA CITY OK 73112
Phone
405-614-3106
Filing History
4 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$109M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
No related registrations reported
— |
| Total Accounts | 158 | — | — | — | — |
| Avg Account Size | $686,715.544 | — | — | — | — |
| Employees | 1 | — | — | — | — |
| AUM / Employee | $109M | — | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $75M | — | — | — | — |
| Institutional AUM | $33M | — | — | — | — |
Client Count Segments | |||||
| HNW Clients | 74 | — | — | — | — |
| Institutional | 1 | — | — | — | — |
| Individuals | 27 | — | — | — | — |