Overview

Headquarters
Oklahoma City, OK
Total Firm Assets
$162 million
Average High-Net-Worth Client Portfolio Size
$2.0 million

Fee Disclosure

Source: ADV PART 2A AND 2B (2026-04-30) · View brochure text

MinMaxDisclosed Annual Rate
$0 $100,000 2.20%
$100,001 $250,000 1.55%
$250,001 $500,000 1.20%
$500,001 $1,000,000 0.85%
$1,000,001 $5,000,000 0.60%
$5,000,001 $10,000,000 0.45%
$10,000,001 and above Negotiable
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $11,775 1.18%
$5 million $35,775 0.72%
$10 million $58,275 0.58%
$50 million Negotiable Negotiable
$100 million Negotiable Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
68.51%
Number of High-Net-Worth Clients
55
Total Client Accounts
540
Discretionary Accounts
540

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
105506

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions