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SEC-registered adviser

A••••••••• G••••• I••••••••• S••••••• L••

No RAUM reportedPlano, TexasCRD 143002SEC 801-137147websiteIAPD
Legal name A••••••••• G••••• I••••••••• S•••••••• L••
Latest filing Jul 23, 2026
First filing on the tape Mar 26, 2012 · 20 filings
SEC status 120-day approval since Aug 27, 2026
RAUM
$0
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
4
4 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$0 as of Jul 23, 2026
Mar 26, 2012$140M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 23, 2026
Mar 22, 20130 then
Employees (5.A)4 as of Jul 23, 2026
Mar 22, 20136 then
Private funds: no history
RAUM -100% over the last fiscal yearIARs 0 to 0offices 0 to 1
Practice profile
derived from the filing of Jul 23, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
unknownderivedRAUM over accounts (5.F.2.f)
Discretionary
unknownderivedof RAUM
Institutional
unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived2 offices incl. principal (1.F.5)
RAUM growth, one year
+0.0%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, performance-based, otherreportedItem 5.E
Advisory activities
portfolio management for businesses and institutionsreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
0reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • M••••••••• A•••• S••••••••• · Client Portfolio Manager, LLC Managercontrol
        since 04/2013 · owns less than 5%
      • M••••••••• S•••••• P••••••••• · Chief Compliance Officer, Ceo, Co-Cio, LLC Managercontrol
        since 01/2009 · owns less than 5%
      • M••••••••• A•••• S••••••••• · LLC Member, Co-Foundercontrol
        since 12/2012 · owns 25% to 50% of M•••• I••••••••• T••••••••• L••
      • M••••••••• S•••••• P••••••••• · LLC Member, Chief Executive Officercontrol
        since 08/2002 · owns 25% to 50% of M•••• I••••••••• T••••••••• L••
      • N••••••••• H••••• · Co-Cio & Head Of Portfolio Management
        since 03/2010 · owns less than 5%
      Entity owners
      • M•••• I••••••••• T••••••••• L•• · Sole LLC Member
        direct · owns 75% or more
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Accounts · 2 to 0
        Feb 26, 2025 to Jul 23, 2026
      • Pension plan clients · 2.0 to unset
        Feb 26, 2025 to Jul 23, 2026
      • Other offices · 0 to 1
        Feb 26, 2025 to Jul 23, 2026
      • Non-discretionary RAUM · $1.4B to $0
        Feb 26, 2025 to Jul 23, 2026
      • Pension RAUM · 1370000000.0 to unset
        Feb 26, 2025 to Jul 23, 2026
      • RAUM · $1.4B to $0
        Feb 26, 2025 to Jul 23, 2026
      • Financial planning clients · unset to
        Jul 16, 2024 to Feb 26, 2025
      • Accounts · 5 to 2
        Mar 21, 2023 to Mar 18, 2024
      • Pension plan clients · 3 to 2
        Mar 21, 2023 to Mar 18, 2024
      • Discretionary RAUM · $1.2B to $0
        Mar 21, 2023 to Mar 18, 2024
      • Pension RAUM · $1.8B to $1.4B
        Mar 21, 2023 to Mar 18, 2024
      • RAUM · $2.6B to $1.4B
        Mar 21, 2023 to Mar 18, 2024
      • Discretionary RAUM · $1.1B to $1.2B
        Mar 23, 2022 to Mar 21, 2023
      • Pension RAUM · $1.9B to $1.8B
        Mar 23, 2022 to Mar 21, 2023
      • RAUM · $2.4B to $2.6B
        Mar 23, 2022 to Mar 21, 2023
      • Accounts · 6 to 5
        Mar 25, 2021 to Mar 23, 2022
      • Advisory employees · 5 to 4
        Mar 25, 2021 to Mar 23, 2022
      • Pension plan clients · 4 to 3
        Mar 25, 2021 to Mar 23, 2022
      • Employees · 5 to 4
        Mar 25, 2021 to Mar 23, 2022
      • Discretionary RAUM · $1.4B to $1.1B
        Mar 25, 2021 to Mar 23, 2022
      • Non-discretionary RAUM · $400M to $1.4B
        Mar 25, 2021 to Mar 23, 2022
      • Pension RAUM · $1.7B to $1.9B
        Mar 25, 2021 to Mar 23, 2022
      • RAUM · $1.8B to $2.4B
        Mar 25, 2021 to Mar 23, 2022
      • Discretionary RAUM · $2.5B to $1.4B
        Mar 20, 2020 to Mar 25, 2021
      • Non-discretionary RAUM · $0 to $400M
        Mar 20, 2020 to Mar 25, 2021
      • Pension RAUM · $2.4B to $1.7B
        Mar 20, 2020 to Mar 25, 2021
      • RAUM · $2.5B to $1.8B
        Mar 20, 2020 to Mar 25, 2021
      • Accounts · 4 to 6
        Mar 5, 2019 to Mar 20, 2020
      • Discretionary RAUM · $2.2B to $2.5B
        Mar 5, 2019 to Mar 20, 2020
      • Pension RAUM · $2.2B to $2.4B
        Mar 5, 2019 to Mar 20, 2020
      • RAUM · $2.2B to $2.5B
        Mar 5, 2019 to Mar 20, 2020
      • Pension plan clients · unset to 4.0
        Mar 16, 2017 to Mar 13, 2018
      • Other offices · unset to 0.0
        Mar 16, 2017 to Mar 13, 2018
      • Discretionary RAUM · $2.0B to $2.2B
        Mar 16, 2017 to Mar 13, 2018
      • Pension RAUM · unset to 2185000000.0
        Mar 16, 2017 to Mar 13, 2018
      • RAUM · $2.0B to $2.2B
        Mar 16, 2017 to Mar 13, 2018
      • Accounts · 3 to 4
        Mar 29, 2016 to Mar 16, 2017
      • Discretionary RAUM · $2.1B to $2.0B
        Mar 29, 2016 to Mar 16, 2017
      • RAUM · $2.1B to $2.0B
        Mar 29, 2016 to Mar 16, 2017
      • Accounts · 2 to 3
        Apr 2, 2015 to Mar 29, 2016
      Signals
      5 dated events
      • A••••••••• G••••• I••••••••• S••••••• L•• reported RAUM $0, down 100% from $1.4B (2025-02-26 to 2026-07-23)
        Jul 23, 2026 · RAUM change · derived
      • A••••••••• G••••• I••••••••• S••••••• L•• no longer on the SEC adviser roster (last listed 2026-02-02, RAUM $1.4B)
        Mar 2, 2026 · Left the SEC roster · derived
      • A••••••••• G••••• I••••••••• S••••••• L•• reported RAUM $1.4B, down 47% from $2.6B (2023-03-21 to 2024-03-18)
        Mar 18, 2024 · RAUM change · derived
      • A••••••••• G••••• I••••••••• S••••••• L•• reported RAUM $2.4B, up 34% from $1.8B (2021-03-25 to 2022-03-23)
        Mar 23, 2022 · RAUM change · derived
      • A••••••••• G••••• I••••••••• S••••••• L•• reported RAUM $1.8B, down 27% from $2.5B (2020-03-20 to 2021-03-25)
        Mar 25, 2021 · RAUM change · derived
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Website
      A•••••••••.COMreportedpublic record, Form ADV, Jul 23, 2026
      Principal office phone
      214-550-0460reportedpublic record, Form ADV, Jul 23, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      No RAUM reportedderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026