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CRD 310277
HOUSTON, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| DON EDWARD CHILDRESS | Chartered Financial Analyst | HOUSTON, TX | 1 | 28 | 3 | no |
| KELLEY DAMIANI MCKENNA | Certified Financial Planner | HOUSTON, TX | 1 | 13 | 3 | no |
| Sarah Caitlin Dolan | Chartered Financial Analyst | HOUSTON, TX | 1 | 11 | 1 | no |
| Robert ANDREW Koort | Chartered Financial Analyst | HOUSTON, TX | 0 | 28 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ROBERTS, DANIEL | CHIEF COMPLIANCE OFFICER | Na | yes | 04/2024 | Apr 28, 2026 | Apr 28, 2026 |
| CHILDRESS, DON, EDWARD | FOUNDER/MANAGING MEMBER | E | yes | 07/2020 | Sep 2, 2020 | Mar 28, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 28, 2026 | $1.2B | $1.2B | 9 | 3 | 0 | n/a | n/a |
| 2024 | Mar 27, 2025 | $826M | $826M | 8 | 4 | 0 | n/a | n/a |
| 2023 | Mar 28, 2024 | $742M | $742M | 6 | 3 | 0 | n/a | n/a |
| 2022 | Mar 24, 2023 | $687M | $687M | 6 | 3 | 0 | n/a | n/a |
| 2021 | Feb 24, 2022 | $601M | $601M | 6 | 4 | 0 | n/a | n/a |
| 2020 | Mar 17, 2021 | $399M | $399M | 3 | 2 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 1 | -1 | 25.0% | 0 | 0 | 0 | 1 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.2B | $826M | 45.9% | $687M | 20.6% | 9 | 8 | 0 | 0 |