other names

Adviser Profile

As of Date 03/27/2025
Adviser Type - Large advisory firm
Number of Employees 3
of those in investment advisory functions 3
Registration SEC, Approved, 01/30/2006
AUM* 545,252,105 -23.10%
of that, discretionary 545,252,105 -23.10%
Private Fund GAV* 0
Avg Account Size 7,174,370 -17.03%
% High Net Worth 63.16% 61.84%
SMA’s Yes
Private Funds 0
Contact Info 402 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

812M 696M 580M 464M 348M 232M 116M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker084670702 Stock NameBERKSHIRE HATHAWAY INC DEL $ Position$101,888,412 % Position35.00% $ Change17.00% # Change0.00%
Stck Ticker025072349 Stock NameAMERICAN CENTY ETF TR $ Position$30,961,401 % Position11.00% $ Change3.00% # Change5.00%
Stck Ticker025072885 Stock NameAMERICAN CENTY ETF TR $ Position$28,288,874 % Position10.00% $ Change-21.00% # Change-18.00%
Stck Ticker921943858 Stock NameVANGUARD TAX-MANAGED FDS $ Position$30,059,795 % Position10.00% $ Change18.00% # Change11.00%
Stck Ticker084670108 Stock NameBERKSHIRE HATHAWAY INC DEL $ Position$17,565,715 % Position6.00% $ Change17.00% # Change0.00%
Stck Ticker293792107 Stock NameENTERPRISE PRODS PARTNERS L $ Position$16,318,342 % Position6.00% $ Change11.00% # Change2.00%
Stck Ticker025072877 Stock NameAMERICAN CENTY ETF TR $ Position$13,758,309 % Position5.00% $ Change-20.00% # Change-11.00%
Stck Ticker025072604 Stock NameAMERICAN CENTY ETF TR $ Position$15,311,801 % Position5.00% $ Change-4.00% # Change-6.00%
Stck Ticker025072802 Stock NameAMERICAN CENTY ETF TR $ Position$9,595,585 % Position3.00% $ Change6.00% # Change-2.00%
Stck Ticker949746804 Stock NameWELLS FARGO CO NEW $ Position$8,194,036 % Position3.00% $ Change0.00% # Change-1.00%

Brochure Summary