Market
RIA
Member Level
Chalice
Last Activity
6 months or more
General
Location
College Station, TX, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
AUM
$350,000,000.00
Gross Revenue
$2,250,000.00
# of Accounts
750
Avg Client Age
55
Overview

We are a fee-only RIA specializing in growth equity investment management and financial planning for high net-worth households, foundations, and corporate retirement plans. We currently have on staff the following credentials: 2 CFAs, 4 CFPs, 1 CAIA, and 2 MBAs. We are interested in expanding into other Texas markets (our primary interest is in the Houston and Austin areas) with particular interest in TD Ameritrade custodians. We invest heavily in technology to improve operational efficiency, to maintain timely client communication and to increase our service offerings. We believe our firm model is scalable and well-positioned for future growth. We have capacity to purchase or provide a succession plan to other firms.

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