Overview
- Headquarters
- The Woodlands, TX
- Total Firm Assets
- $589 million
- Average High-Net-Worth Client Portfolio Size
- $4.1 million
Recent Rankings
Fee Disclosure
Source: ADV FORM 2A (2026-07-23)
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Latest filing: ADV 07/01/2026 (2026-07-23)
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Latest filing: JULY 1, 2026 ADV (2026-07-23)
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| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,000,000 | 1.00% |
| $2,000,001 | $10,000,000 | 0.60% |
| $10,000,001 | and above | 0.40% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $38,000 | 0.76% |
| $10 million | $68,000 | 0.68% |
| $50 million | $228,000 | 0.46% |
| $100 million | $428,000 | 0.43% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 92.76%
- Number of High-Net-Worth Clients
- 134
- Total Client Accounts
- 235
- Discretionary Accounts
- 235
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 112486
- ADV 07/01/2026 (2026-07-23) · View brochure text
- ADV FORM 2A (2026-07-23) (fee schedule source) · View brochure text
- JULY 1, 2026 ADV (2026-07-23) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗