| As of Date | 03/24/2026 |
| ADV Location | BOERNE, TX, United States |
| Adviser Type | |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Registration | Texas, Approved, 04/15/2016 |
| AUM* | 78,033,228 33% |
| of that, discretionary | 53,354,723 77% |
| Private Fund GAV* | 0 |
| Avg Account Size | 345,280 -44% |
| % High Net Worth | 14.71% 100% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 210 xxxxxxx |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds