JM
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
1 advisor
Number of Clients
78 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$250.8M
Areas of Practice
Investment Management
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Advisor Information
Office location
3879 Maple Ave. Suite 300, Dallas, TX, 75219
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Oakview Capital Management, L.P.
November 2017 - Present · 8 yrs 2 mos
Previous Registrations
Oakview Capital Management, L.P.
January 2008 - April 2016 · 8 yrs 3 mos
Titleist Asset Management, Ltd.
January 2006 - June 2008 · 2 yrs 5 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.