Overview

Texas-based, family-owned independent RIA. Our firm was founded in 1996 on the principle that investing in high-quality companies at attractive prices is the most consistent way to achieve long-run, risk-adjusted returns. As such, our value add has always been on the investment side of things.

The firm has $110 million in AUM and $1 million in annual revenue. Our revenue is fee-based on AUM managed and fully recurring (no commissions for product sales). We have built a strong track record of meeting or exceeding market benchmarks over time and have a reputation for putting out high-quality investment content. The vast majority of our revenue is traditional fee-based private wealth management, but we also have a small institutional wealth management business in which we offer our equity model to other RIAs through SMA platforms.

The owner of the firm is semi-retired and looking to wind down involvement. He would like to exit in a way that takes care of the firm's clients. The firm was built to be able to scale to $1bn+ with minimal additional staffing. The business is operated by 2 full-time employees and two part-time administrators. Our private wealth business has grown organically on a net new assets basis for each of the past 3 years, and we see no reason that wouldn't continue to be the case going forward.

Last Activity
6 months or more
Listing Age
277 days old

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