$630MM AUM | $4.4MM Rev in
College Station, TX
We are a fee-only, 100% independent RIA with the capacity to purchase or provide succession planning to other firms with an average client household greater than $1mm. We specialize in public and private investment management and thorough financial planning for high net-worth households, foundations, and corporate retirement plans. We currently have on staff the following credentials: 2 CFAs, 8 CFPs, 1 CAIA, and 2 MBAs. We recently brought on a mid-career CFP Lead Advisor in the Houston area to manage a book of business we acquired in 2020. We are interested in expanding into other Texas markets, preferably Houston first as the new Advisor has capacity to manage up to 100 households. We invest heavily in technology to improve back-office operational efficiency, to maintain timely client communication, and to increase our service offerings. We believe our firm model is highly scalable and well-positioned for future growth. If you interest in finding a succession/ continuity transition plan, feel free to reach out.