Family office profile

C•••• F••••• W••••• A•••••••• I•••

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Mckinney, TXCandidateidentity confidence 45%l•••••••.com

Why this class: registered adviser with a family-named firm (investments, holdings, capital, wealth).

Not yet hand-verified
Last observed Sep 23, 2026 · 90 observations · 3 sources
5 people · 0 investments · 82 public positions · 23 events
This entity is a candidate. One public signal put it on the graph (registered adviser with a family-named firm (investments, holdings, capital, wealth)); it is not counted as a confirmed family office and nothing below should be read as saying it is one.

Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: direct investing, external managers, private markets, sponsor-friendly, real estate, co-investment.

Overview
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Profile completeness 47% (medium value, unresolved; the most valuable missing fact is classification)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Candidate
Description
unknown
Headquarters
Mckinney, TX
Office address
••• Locked
Business phone
••• Locked
Website
l•••••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $145M. Regulatory AUM $620M. These are different facts and are never added together.
Regulatory AUM (Form ADV)
$620M as of Apr 28, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration
RIA since Apr 27, 2020 · 10 employeesFact
Client mix (Form ADV 5.D)
Individuals: 57 ($13.1M); Pension plans: n/a ($2.1M); Charitable organizations: 6 ($65.0M); High net worth individuals: 70 ($539M)Fact
Form 13F
$145M across 82 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 12, 2026Candidate 45%registered adviser with a family-named firm (investments, holdings, capital, wealth)Inference
Family and wealth origin
show
Family served
unknown
Source of wealth
unknown
Operating company origin
unknown

Not on the record yet. Family and wealth-origin claims are written only from cited public sources.

Team
5 peopleshow
PersonTitleResponsibilityBusiness contactSource
C••• D•••• M••••••••ShareholderLeadershipnone on record
K••••• J•• S•••••••PresidentLeadershipnone on record
K•••• A••• N•••••Chief Financial Officer/chief Compliance OfficerOperations and financenone on record
R•••••• L•••••••Director of OperationsOperations and finance
phone: ••• Locked (published by the subject, Jan 31, 2025)
phone: ••• Locked (published by the subject, Feb 4, 2026)
sec.gov Fact
W•••••• S•••••••Operations ManagerOperations and finance
phone: ••• Locked (published by the subject, Jul 30, 2026)
sec.gov Fact
Office contact points
Business phone: ••• Locked (published by the subject) a•••••••••.s••.gov
Office address: ••• Locked (published by the subject) a•••••••••.s••.gov
Office address: ••• Locked (published by the subject) sec.gov
W••••••: ••• Locked (published by the subject) a•••••••••.s••.gov
Investment mandate
show

••• Locked

Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Public equity book
$123M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Invests directly
unknown
Allocates to managers
unknown
Asset classes
unknown
Sectors
unknown
Geography
unknown
Check size
unknown
Direct investments
show
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
show
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
40 positionsshow
Form 13F holdings

Top 40 positions of 82 for the quarter ended Jun 30, 2026; $131M shown of $145M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
D••••••••• E•• T••••US COR EQU 2 ETF$25.7M579,09817.7%
F••••• I••COM$13.6M276,6759.3%
A•••• I••COM$10.6M36,5437.3%
I•••••• T•FLTG RATE NT ETF$8.2M161,3835.7%
D••••••••• E•• T••••D••••••••• US$7.9M118,1945.4%
D•••••• C••• D••COM$7.6M39,6435.2%
D••••••••• E•• T••••US HIGH PROF ETF$5.8M139,7874.0%
D••••••••• E•• T••••INTL CORE EQUITY$5.7M152,7173.9%
D••••••••• E•• T••••US SMALL CAP ETF$4.0M103,3422.8%
D••••••••• E•• T••••INTERNATNAL VAL$4.0M74,0622.8%
D••••••••• E•• T••••INTL SMALL CAP V$3.3M82,1202.3%
F•••• T• E••••• T••••• F• V•FT VEST U.S EQT$3.0M73,1262.1%
D••••••••• E•• T••••INTL HIGH PROFIT$3.0M88,2252.1%
D••••••••• E•• T••••EMERGING MKTS HI$2.4M55,5701.6%
D••••••••• E•• T••••US TARGETED VLU$2.2M32,0661.5%
D••••••••• E•• T••••EMERGING MKTS VA$2.0M47,0741.4%
N••••• C•••••••••COM$1.9M9,4581.3%
A••••••• C•••• E•• T•AVAN EMER EX ETF$1.6M18,4621.1%
D••••••••• E•• T••••EMERGING MKTS CO$1.6M38,8811.1%
E•••• M•••• C•••COM$1.3M9,3080.9%
T•••• I••COM$1.2M2,9340.8%
D••••••••• E•• T••••WORLD EX US CORE$1.2M32,3390.8%
T••••• S••••••••• M••••••SPONSORED ADS$1.2M2,4580.8%
V••••••• W•••••••• F••HIGH DIV YLD$1.0M6,6270.7%
M•••••••• C•••COM$1.0M2,7530.7%
A••••••• C•••• E•• T•US SML CP VALU$1.0M8,0970.7%
M••••• I••COM$914,5062,1980.6%
A••••• C•• I••COM$899,6663,7750.6%
A••••••• I••CAP STK CL A$765,2872,1410.5%
A••••••••• M••••••• G••••COM$745,8132,2040.5%
B••••••• P•• R••• E••••• F•COM$734,64956,4680.5%
V•••••• C•••COM SHS$677,9787,6450.5%
A••••••• I••CAP STK CL C$652,5431,8470.4%
D••••••••• E•• T••••INTERNATIONAL$616,51713,6700.4%
U•••• P•• C•••COM$613,9122,2570.4%
B••••••• I••COM$583,4461,5450.4%
M••••• T••••••••• I••COM$578,4965010.4%
B••••••••• C•••CL A LTD VT SH$556,26813,0610.4%
M••• P•••••••• I••CL A$553,2239820.4%
A••••••• E•••••• C•COM$552,0411,6320.4%
Changes between the last two quarters
  • Jun 30, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
  • Dec 31, 2025 ••• Locked sec.gov
  • Dec 31, 2025 ••• Locked sec.gov
  • Dec 31, 2025 ••• Locked sec.gov
  • Dec 31, 2025 ••• Locked sec.gov
  • Sep 30, 2025 ••• Locked sec.gov
  • Sep 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
  • Mar 31, 2025 ••• Locked sec.gov
  • Mar 31, 2025 ••• Locked sec.gov
  • Mar 31, 2025 ••• Locked sec.gov
Real estate
show
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
show
No co-investor on the record.
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
3show
Signals and timeline
1show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 1 events. 13F position changes are under Public stakes and holdings.

Sources and evidence
90show

Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 90 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+30 n•••• d••••••••• (••• Locked)
+20 v••••••• b••••••• p••••• (4)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (3 sources)
Research priority
+14 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($619,512,128)
+3 c••••••••• i••••••• u•••••••••
+0 r••• (1100)
Mandate confidence
no components; scored 0
Identity confidence
+45 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
+25 f•••• a• 1•• f•• a• r••••• q•••••• ••• e••••• o•••••••• n•• d•••••••••
+25 a• s••••••••• f••• w••••• 1• m••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
Form ADV firm typeRIAApr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Form ADV admission signalnameApr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Form ADV admission signalname,services_descriptionApr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Latest Form ADV filing2026-04-28Apr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Other names (Form ADV 1.B)••• LockedSep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Other names (Form ADV 1.B)••• LockedSep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Other names (Form ADV 1.B)••• LockedSep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Other names (Form ADV 1.B)••• LockedSep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Other services (Form ADV)FAMILY OFFICE AND TRUST SERVICESApr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Advisory services (Form ADV 5.G)financial_planning,portfolio_management_individuals,otherApr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Form ADV statusApprovedApr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
SEC status effective2020-04-27Apr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Branch offices3Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Branch offices3Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Branch offices3Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Branch offices3Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Business phone••• LockedApr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
High net worth clients70Apr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Client mix (Form ADV 5.D){"individuals":{"clients":57,"raum_usd":13131595,"fewer_than_5":false},"pension_plans":{"clients":null,"raum_usd":2074964,"fewer_than_5":false},"charitable_orgaApr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Edgar entity typeotherSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Edgar former nameS••••••• & CoSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Edgar forms13F-HR,N-PXSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Employees10Apr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Filing address••• LockedJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-06-30Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-03-31Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-12-31Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-09-30Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-06-30Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-03-31Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-12-31Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions82Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions69Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions66Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions66Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions70Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions64Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions58Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$145MJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$123MMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$125MDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$136MSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$141MJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$146MMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$148MDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMckinney, TXJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMckinney, TXApr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
HeadquartersMckinney, TXMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMckinney, TXDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMckinney, TXSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMckinney, TXJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMckinney, TXMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMckinney, TXDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Legal formCorporationApr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Office address••• LockedApr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Private funds advised0Apr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Private fund gross assets$0Apr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
R••• accounts700Apr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
R••• hnw usd$539MApr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
R••• usd$620MApr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Schedule a rows3Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) r••••••.a•••••••••.s••.govFact
Website••• LockedApr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact