Overview

Headquarters
Dallas, TX
Total Firm Assets
$826 million
Average High-Net-Worth Client Portfolio Size
$10.1 million

Fee Disclosure

Source: ADV PART 2A (2026-06-29) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.00%
$1,000,001 $5,000,000 0.75%
$5,000,001 and above 0.65%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $40,000 0.80%
$10 million $72,500 0.72%
$50 million $332,500 0.66%
$100 million $657,500 0.66%

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
78.33%
Number of High-Net-Worth Clients
64
Total Client Accounts
546
Discretionary Accounts
516
Non-Discretionary Accounts
30

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
18389

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

Frequently Asked Questions