Overview

Headquarters
Houston, TX
Total Firm Assets
$1.8 billion
Average High-Net-Worth Client Portfolio Size
$2.9 million

Recent Rankings

Forbes 2025: 208

View complete rankings

Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
90.77%
Number of High-Net-Worth Clients
558
Total Client Accounts
928
Discretionary Accounts
927
Non-Discretionary Accounts
1

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number
105643

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

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