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N•••• W••••• M••••••••• L••

Multi-family office· Fort Worth, TX

Multi-family office, based in Fort Worth, TX.

Composed from this office's classification, location and record.

Decision makers
1 of 6
The office's site, Form ADV Schedule A and filings
Regulatory AUM
$273M
Form ADV, Item 5.F
Last deployment
Jul 2026
The latest dated investment or commitment on record
Team (6)Mandate
As of · the latest observation of this office; filed figures carry their own filing dates

Nothing material in the last 365 days. Last change: 13 Sep 2026, ••• Locked.

Readings, classification basis and verificationidentity confidence 90% · 85 observations · 5 sourcesShow
Multi-family officeVerified Sep 13, 2026 (9 days ago)6 people · 0 investments · 112 public positions · 19 events

Why this class: N•••• W••••• M••••••••• describes itself as an independent m••••••••• o•••••..

Direct investing
15
moderate

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: external managers, private markets, sponsor-friendly, real estate, co-investment.

Profile completeness 59% (high value, high value deep; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overview
show
Classification
Multi-family office
Description
••• Locked
Headquarters
Fort Worth, TX
Office address
••• Locked
Business phone
••• Locked
Website
n•••••••••.com
Year established
unknown
Assets under management
unknown
Foundation assets (IRS)
$495,472 across 1 related private foundation, per the IRS master file; the foundation's assets, not the office'sFact
Capital scale
Reported office AUM: unknown. 13F disclosed value $181M. Regulatory AUM $273M. Related foundation assets $495,472. These are different facts and are never added together.
Regulatory AUM (Form ADV)
$273M as of Jan 27, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration
RIA since Jan 5, 2024 · 4 employeesFact
Client mix (Form ADV 5.D)
High net worth individuals: 3 ($273M)Fact
Form 13F
$181M across 203 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 13, 2026Multi-family office 90%N•••• W••••• M••••••••• describes itself as an independent m••••••••• o•••••.Factverifiedn•••••••••.com“••• Locked”
  • Sep 12, 2026Multi-family office 80%the office describes itself as a multi family office (cited)Fact
  • Sep 12, 2026Single family office (probable) 55%registered adviser whose Item 5.D reads as one family: few HNW clients, no other client type, at least $50M R•••Inference
Team
6 people, 1 with investment decisions, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
J•••• C••••Director of InvestmentsDirect investments · investment decisions
email: ••• Locked (verified by provider, Sep 12, 2026)
M•••••• N•••••Investment ManagerDirect investments · investment decisions
financial services (from the bio)
email: ••• Locked (verified by provider, Sep 12, 2026)
D•••• E• N••••Owner / CEO / CCOLeadership
email: ••• Locked (verified by provider, Sep 12, 2026)
phone: ••• Locked (published by the subject, Jul 10, 2026)
sec.gov Fact
D•••• E••••• N••••Managing Member/ccoLeadership
email: ••• Locked (verified by provider, Sep 12, 2026)
D•••• N••••Founder and CEOLeadership
email: ••• Locked (verified by provider, Sep 12, 2026)
Full team · 6 peopledecision makers first
PersonTitleResponsibilityBusiness contactSource
N••• N••••Co-FounderLeadership
email: ••• Locked (verified by provider, Sep 12, 2026)
Office contact points
Business phone: ••• Locked (published by the subject) n•••••••••.com
Office address: ••• Locked (published by the subject) adviserinfo.sec.gov
Office address: ••• Locked (published by the subject) sec.gov
W••••••: ••• Locked (published by the subject) n•••••••••.com
Signals and timeline
3show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 3 events. 13F position changes are under Public stakes and holdings.

  • Sep 13, 2026Classification changed••• Lockedc•••••••••Factn•••••••••.com
  • Sep 11, 2026Classification changed••• Lockedc•••••••••Factno URL
  • Sep 11, 2026Office discovered••• LockedDiscoveryInferenceadviserinfo.sec.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
$176M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Direct investment team
2 Inference
named professionals with this responsibility
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 203 for the quarter ended Jun 30, 2026; $156M shown of $181M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
I•••••• T•CORE S&P500 ETF$49.3M65,84227.2%
J• P• M••••• E••••••• T••••• F•MUNICIPAL ETF$17.6M346,4769.7%
I•••••• T•CORE MSCI INTL$9.0M100,8955.0%
D•••••• C••• D••COM$8.4M43,9874.6%
I•••••• T•20 YR TR BD ETF$5.1M58,7752.8%
N••••• C•••••••••COM$5.1M25,3752.8%
I•••••• T•RUS 1000 GRW ETF$4.3M34,6882.4%
I•••••• T•S&P 500 GRWT ETF$4.0M28,9702.2%
I•••••• T•CORE S&P MCP ETF$3.8M49,1192.1%
I•••••• T•S&P 500 VAL ETF$3.5M15,4251.9%
All 40 positionslargest value first
IssuerClassValueSharesWeight
A•••• I••COM$3.1M10,8661.7%
I•••••• T•RUS 1000 VAL ETF$2.8M11,7251.6%
V••••••• S••••••••• F••INTER TERM TREAS$2.7M46,0811.5%
J• P• M••••• E••••••• T••••• F•BETABULDRS JAPAN$2.7M35,2331.5%
J• P• M••••• E••••••• T••••• F•BETA EURO ET NE$2.4M30,2651.3%
J• P• M••••• E••••••• T••••• F•INCOME ETF$2.1M45,3841.2%
M•••••••• C•••COM$2.1M5,5861.2%
A••••••• I••CAP STK CL A$1.9M5,2281.0%
I•••••• T•CORE S&P SCP ETF$1.8M12,0561.0%
A••••• C•• I••COM$1.7M7,1880.9%
I•••••• I••CORE MSCI EMKT$1.7M20,5350.9%
A••••••• I••CAP STK CL C$1.6M4,5750.9%
I•••••• T•3 7 YR TREAS BD$1.4M11,8620.8%
V•••••• C•••COM SHS$1.4M15,2770.7%
J• P• M••••• E••••••• T••••• F•CORE PLUS BD ETF$1.3M28,4440.7%
I•••••• T•CRE U S REIT ETF$1.3M19,0360.7%
K•• C•••COM NEW$1.3M4,1870.7%
B••••••• I••COM$1.3M3,3100.7%
S•••• S•• S••• S•• 5•• E•• T•TR UNIT$1.1M1,4860.6%
J• P• M••••• E••••••• T••••• F•BETA CDA ETF NEW$1.1M11,1160.6%
J• P• M••••• E••••••• T••••• F•BET USD HIG ETF$1.1M23,5060.6%
J••••••• C•••• • C•COM$944,8892,8870.5%
M••• P•••••••• I••CL A$937,5791,6640.5%
C••••• W•••••••• C•••••••••COM$916,1229790.5%
A••••••• M•••• D•••••• I••COM$912,3431,5710.5%
V••••••• I•••• F••TOTAL STK MKT$866,9922,3430.5%
E•• L•••• • C•COM$837,9686990.5%
M•••••• T••••••••• I••COM$820,7582,7550.5%
S••••• S••••• S••• T•ST STR FINL ETF$818,85615,2740.5%
V••••••• T••••••••• F••VAN FTSE DEV MKT$808,26211,3440.4%
Changes between the last two quarters
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
All 13 changes
  • Jun 30, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• 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
2show
Sources and evidence
85show

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. 85 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
+30 v••••••• b••••••• e••••• (6)
+20 v••••••• b••••••• p••••• (2)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (5 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (5 sources)
+30 a•••••••••
Research priority
+12 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($272,586,305)
+8 m••••••••• o•••••
+0 r••• (733)
Mandate confidence
no components; scored 0
Identity confidence
+90 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
+15 d••••• i••••••••• p••••••••• o• s••••
Independent sponsor propensity
no components; scored 0
View all 85 observations
FactValueEffectiveSourceClass
Form ADV firm typeRIAJan 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalSfo shapeJan 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalSfo shapeJan 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Latest Form ADV filing2026-01-27Jan 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)N•••• W••••• M••••••••• L••Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)N•••• W••••• M••••••••• L••Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)N•••• W••••• M••••••••• L••Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)N•••• W••••• M••••••••• L••Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Advisory services (Form ADV 5.G)Financial planning, portfolio management individuals, selection of other advisersJan 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV statusApprovedJan 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
SEC status effective2024-01-05Jan 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Bios readbio-fo-1Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) n•••••••••.comFact
Branch offices1Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Business phone••• LockedJan 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
High net worth clients3Jan 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Client mix (Form ADV 5.D)High net worth individuals: clients: 3; RAUM usd: 272,586,305; Fewer than 5: noJan 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Description••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) n•••••••••.comFact
Description••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) n•••••••••.comFact
Description••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) n•••••••••.comFact
Description••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) n•••••••••.comFact
Description••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) n•••••••••.comFact
Description••• LockedSep 11, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) n•••••••••.comFact
Edgar entity typeotherSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Edgar forms13F-HR,13F-HR/A,N-PXSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Employees4Jan 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.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
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
Other managers on 13F2Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F2Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F2Dec 31, 2025SEC 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
13F positions203Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions152Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions161Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$181MJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$176MMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$179MDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersFort Worth, TXJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersFort Worth, TXMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersFort Worth, TXJan 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HeadquartersFort Worth, TXDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Legal formLimited Liability CompanyJan 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office address••• LockedJan 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office type (stated)Multi family officeSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) n•••••••••.comFact
Office type (stated)Multi family officeSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) n•••••••••.comFact
Office type (stated)Multi family officeSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) n•••••••••.comFact
Office type (stated)Multi family officeSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) n•••••••••.comFact
Office type (stated)Multi family office
“••• Locked”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) n•••••••••.comFact
Office type (stated)Multi family officeSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) n•••••••••.comFact
Office type (stated)Multi family officeSep 11, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) n•••••••••.comFact
Private funds advised0Jan 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private fund gross assets$0Jan 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Accounts (Form ADV)40Jan 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HNW client assets (Form ADV)$273MJan 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Regulatory AUM (Form ADV)$273MJan 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Schedule a rows1Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.govFact
Team page url••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) n•••••••••.comFact
Team page url••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) n•••••••••.comFact
Team page url••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) n•••••••••.comFact
Team page url••• LockedSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) n•••••••••.comFact
Team page url••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) n•••••••••.comFact
Team page url••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) n•••••••••.comFact
Team page url••• LockedSep 11, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) n•••••••••.comFact
Website••• Locked
“••• Locked”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) n•••••••••.comFact
Website••• LockedJan 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Website readsite-fo-3Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) n•••••••••.comFact
Website readsite-fo-3Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) n•••••••••.comFact
Website readsite-fo-3Sep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) n•••••••••.comFact
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) n•••••••••.comFact
Website readsite-fo-3Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) n•••••••••.comFact
Website title••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) n•••••••••.comFact
Website title••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) n•••••••••.comFact
Website title••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) n•••••••••.comFact
Website title••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) n•••••••••.comFact
Website title••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) n•••••••••.comFact
Website title••• LockedSep 11, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) n•••••••••.comFact

Not yet on record: direct investments.