Gauge Capital is a financial advisory firm based in Southlake, Texas. It currently has approximately $2,241,740,385 of assets under management and employs about 48 people. Gauge Capital uses a fee structure of a percentage of assets under your management, performance-based fees and monitoring, transaction and other compensation from portfolio co.

Insight Equity Management Company LLC is an independent private equity firm founded in 2002 and managed by Ted W. Beneski. The firm manages private equity collective investment vehicles, including five private equity funds, a mezzanine fund, and a special purpose single investment private equity partnership. The firm primarily invests in underperforming, asset-intensive, middle-market companies in North America. As of December 31, 2024, Insight Equity managed over $1 billion of regulatory assets under management. The firm's investment strategy involves transforming strategically viable, underperforming companies through hands-on operational improvements. Insight Equity charges management fees based on a percentage of capital under management and may receive carried interest distributions. The firm may also receive directors' fees, portfolio company management fees, and ancillary fees from portfolio companies. Insight Equity exercises investment discretion for the Funds and has custody over the cash and securities held by the Funds. The firm has adopted a Code of Ethics to address conflicts of interest and has policies for voting client securities. Clients include institutional investors, high net worth individuals, and foundations, with a minimum commitment generally ranging from $5 million to $10 million. The firm discloses potential risks associated with its investment strategies, including business and financial risks, illiquidity, and conflicts of interest. For more detailed information, please refer to the firm's Form ADV, Part 2A Brochure.

Jojenco Holdings, LLC, operating as Clintsman Financial Planning, is a Limited Liability Company established in Texas in April 2002 by Bryan Clintsman. The firm operates under the Fiduciary Standard, prioritizing clients' best interests. Services include Phase I Financial Planning and Phase II Portfolio Management, tailored to individual needs. The firm's assets under management were $508,599,590 as of December 2021. Fees are structured on a Fee-Only basis, with Phase I planning fees ranging from $2,500 to $7,500 and Phase II management fees varying based on total assets. Clients have discretion over third-party fees and can terminate agreements with notice. Clintsman FP primarily invests in mutual funds, fixed income securities, equities, securities lending, and ETFs. The firm does not participate in wrap fee programs and does not accept performance-based fees. Clients include individuals and high-net-worth individuals, with no minimum account size required. Investment strategies involve fundamental analysis and modern portfolio theory, with risks disclosed for each type of security utilized. Clintsman FP does not have any disciplinary actions, administrative proceedings, or self-regulatory organization proceedings to report. The firm does not receive economic benefits for client referrals and maintains custody of client assets through Schwab. Clintsman FP provides discretionary investment advisory services and does not vote on client securities. Financial information shows no impairments to meeting contractual commitments to clients.

Trinity Investors Fund Advisors, LLC is a financial advisory firm based in Southlake, Texas. It currently has approximately $399,205,092 of assets under management and employs about 5 people. Trinity Investors Fund Advisors, LLC uses a fee structure of a percentage of assets under your management and project level carried interest.

Trinity Portfolio Advisors, LLC is an SEC registered investment adviser established in September 2009, managing over $372 million of assets on a discretionary basis as of December 31, 2024. The firm offers financial planning, consulting, and investment management services to various clients, including individuals, pension plans, trusts, and corporations. Clients can engage TPA to manage their assets on a discretionary basis, primarily allocating investments among equities, mutual funds, and ETFs. TPA may recommend the services of Betterment for web-based portfolio management, providing automated investment management services. Clients have the ability to grant TPA discretionary authority over their accounts, allowing TPA to make investment decisions without prior client approval. TPA's investment philosophy focuses on risk management, using fundamental, technical, and cyclical analysis in its investment strategies. The firm charges fees based on a percentage of assets under management, with financial planning fees ranging from $1,500 to $250,000. TPA may receive referral fees and non-economic benefits from affiliated entities. The firm does not vote client securities or accept authority to vote on behalf of clients. TPA does not have any financial conditions that would impair its ability to meet client commitments. Clients are encouraged to review account statements and engage in regular reviews with TPA to ensure alignment with their financial goals and objectives.

Prophet Equity Management II LLC, established in Southlake, Texas, is a registered investment adviser managing the Prophet Equity II LP Fund, formed in December 2013. The firm specializes in acquiring controlling equity positions in underperforming lower-middle-market companies to enhance their operations. With total assets under management of $188,525,958 as of March 30, 2024, all managed on a discretionary basis, Prophet Equity Management II LLC provides investment advisory services to the Fund, focusing on strategic, asset-intensive companies with sustainable competitive advantages. The firm charges an annual management fee of 2% of total capital commitments during the initial investment period, adjusting to 2% of total capital contributions post-initial period. Additionally, the General Partner is eligible for performance allocations. Investors in the Fund, including endowments, insurance companies, and high net worth individuals, must meet accreditation requirements and typically invest a minimum of $5 million. Prophet Equity Management II LLC offers investment advice directly to the Fund, not individual investors, emphasizing equity and equity-related securities in privately negotiated transactions. The firm's investment strategy involves hands-on operational improvements and growth plans for portfolio companies. Investors should be aware of the risks involved, including market fluctuations, leverage, and potential loss of investment. Prophet Equity Management II LLC acts with discretionary authority over the Fund's assets, aligning with stated investment objectives.

Jeff Byrum is a Wealth Manager at TL Private Wealth, with a Bachelor's Degree in Sociology from the University of North Texas. He has been in the financial industry since March 2011, previously working at TD Ameritrade Inc. before joining TL Private Wealth in October 2018. Byrum has no disciplinary actions or complaints against him. He does not engage in any other business activities outside of his advisory role at TL Private Wealth and does not receive additional compensation beyond his regular salary and bonuses. As an Investment Advisor Representative, Byrum is supervised by Brad Little, the Chief Compliance Officer at TL Private Wealth. Little oversees client interactions, portfolio management, and advisory practices. Clients can contact Little at 210-722-3539 or [email protected] for any inquiries. Byrum's investment philosophy and strategies are not explicitly outlined in the brochure.

Mills Wealth Advisors, LLC is a financial advisory firm based in Southlake, Texas. It currently has approximately $254,615,340 of assets under management and employs about 7 people. Mills Wealth Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and performance-based fees.

Orser Capital Management LLC, established in July 2007 by Elizabeth Kathleen Orser and James B. Orser, offers fee-only investment advisory services to individuals, high net worth individuals, and pension/profit sharing plans. The firm's services include designing, implementing, and monitoring investment portfolios tailored to clients' goals, risk tolerance, and constraints. The minimum account size is $50,000, with $288,538,612 in discretionary assets under management as of December 31, 2024. Fees are up to 1.00% of assets under management, billed quarterly in arrears. OCM does not charge performance-based fees or engage in side-by-side management. Investment strategies primarily focus on asset allocation, utilizing fundamental, technical, and cyclical analyses. OCM does not guarantee future performance and reminds clients of potential market risks. The firm has no disciplinary actions, pays no referral fees, and does not vote proxies for client securities. OCM has custody of client assets to deduct management fees, with Charles Schwab & Co., Inc. as the primary custodian. The firm has full trading authority for discretionary accounts and provides ongoing account reviews and client meetings. OCM follows a Code of Ethics emphasizing client interests and compliance with securities laws. Schwab provides research and other benefits to OCM, impacting brokerage practices.