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G••••• I••••••••• C•••••••••

Other adviserSEC-registered· El Paso, Texas

Other adviser, based in El Paso, Texas, reporting $34.3M of regulatory assets.

Composed from this adviser's Form ADV classification, location and filed figures.

Regulatory AUM
$34.3M
Form ADV
Advisors
0
IAPD
RAUM change, 1 year
+0.2%
Form ADV, consecutive annual filings
Private clients
0.0%
of RAUM
Form ADV
See where advisers wentSee teams that moved
More
AdvisorsWhere the RAUM sits
As of · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

Nothing material in the last 180 days. No dated change on record yet.

Every filed figure, and the identifiersCRD 314687 · SEC 801-121452 · 7 filingsShow
CRD 314687SEC 801-121452First filing on the tape May 10, 2021, latest Mar 25, 2026SEC status approved since Jun 11, 2021IAPD
RAUM
$34.3M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
Not computed
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
7 filings and snapshots on the tape

RAUM +8.6% a year over three years · the tape starts May 10, 2021

RAUM, HNW assets, advisors, employees and funds over time5 seriesShow
RAUM$34.3M as of Mar 25, 2026
Mar 28, 2022$26.4M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 25, 2026
Mar 28, 20220 then
Employees (5.A)2 as of Mar 25, 2026
Mar 28, 20222 then
Private funds: no history
RAUM +0.2% over the last fiscal year+8.6% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 25, 2026; every figure names its basis
The rule behind each archetype, and every derived figureShow
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
$3.8MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 office incl. principal (1.F.5)
RAUM growth, one year
+0.2%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, fixed feesreportedItem 5.E
Advisory activities
otherreportedItem 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
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing

No Item 5.D breakdown on this filing.

The breakdown by client type, and the client countsShow
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
9reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixedreported
Class basis
RAUM: 0% private clients, 0% pooled funds, 0% institutions; no related broker-dealer; no related bankderived
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Advisors registered through the firm
      0 on IAPD today; the longest tenured first
      No representative is registered through this CRD on IAPD.
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • G••••••••• J•••• · Shareholder, Director, Cfo And Chief Compliance Officercontrol
        since 04/2021 · owns 50% to 75%
      • V••••• B•••••• C••••••••• C••••••••• · Shareholder, Director And Presidentcontrol
        since 04/2021 · owns 50% to 75%
      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
      • Discretionary RAUM · $34.3M to $34.3M
        Mar 26, 2025 to Mar 25, 2026
      • RAUM · $34.3M to $34.3M
        Mar 26, 2025 to Mar 25, 2026
      • Financial planning clients · unset to
        Mar 28, 2024 to Mar 26, 2025
      • Discretionary RAUM · $31.2M to $34.3M
        Mar 28, 2024 to Mar 26, 2025
      • RAUM · $31.2M to $34.3M
        Mar 28, 2024 to Mar 26, 2025
      Full history · 16 changes
      • Accounts · 8 to 9
        Mar 27, 2023 to Mar 28, 2024
      • Discretionary RAUM · $26.8M to $31.2M
        Mar 27, 2023 to Mar 28, 2024
      • RAUM · $26.8M to $31.2M
        Mar 27, 2023 to Mar 28, 2024
      • Discretionary RAUM · $26.4M to $26.8M
        Mar 28, 2022 to Mar 27, 2023
      • RAUM · $26.4M to $26.8M
        Mar 28, 2022 to Mar 27, 2023
      • Discretionary RAUM · $27.3M to $26.4M
        Oct 7, 2021 to Mar 28, 2022
      • RAUM · $27.3M to $26.4M
        Oct 7, 2021 to Mar 28, 2022
      • Accounts · unset to 8.0
        May 10, 2021 to Oct 7, 2021
      • Discretionary RAUM · unset to 27281083.0
        May 10, 2021 to Oct 7, 2021
      • Non-discretionary RAUM · unset to 0.0
        May 10, 2021 to Oct 7, 2021
      • RAUM · unset to 27281083.0
        May 10, 2021 to Oct 7, 2021
      Signals
      1 dated events
      • ••• Locked
        May 10, 2021 · First SEC registration · fact
      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
      Principal office phone
      ••• Lockedreportedpublic record, Form ADV, Mar 25, 2026
      Provenance
      Sources, class rule and load dateForm ADV and IAPD, loaded Sep 14, 2026Show
      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
      Other adviserderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      Not computedderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026

      Not yet on record: net advisor flow, 12 months.