Observations
- Millionaire
Estimated Net Worth
- $1.5 M - $3.7 M
Salary
- Unknown
Employment
- Started 01/22/2021
Financial Disclosure Details - OGE Form 278e (04/27/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Great Falls, Virginia | Sole Owner and President | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Austin Strategy Group, LLC [consulting business] | $15,001 - $50,000 | None (or less than $201) | |
2 | IRA | |||
2.1 | Akre Focus Fund Retail Class Shares (AKREX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | American Mutual Fund Class F2 Shares (AMRFX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | BlackRock Technology Opportunities Fund Institutional Shares (BGSIX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Catalyst/Millburn Hedge Strategy Fund Class I Shares (MBXIX) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Cohen & Steers Realty Shares, Class I Shares (CSJIX) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | Delaware Small Cap Value Fund Institutional Class Shares (DEVIX) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | Driehaus International Small Cap Growth Fund (DRIOX) | $1,001 - $15,000 | None (or less than $201) | |
2.8 | Fidelity Extended Market Index Fund (FSMAX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Great Falls, Virginia | Upon confirmation, this entity will cease to engage in any business, including providing consulting services to clients. All amounts due to me by any of my clients will be fixed before I assume the duties of the position of Secretary. During my appointment to the position of Secretary, the firm will remain dormant and will not advertise. I will not perform any services for the entity, except that I will comply with any requirements involving legal filings, taxes and fees that are necessary to maintain the entity while it is in inactive status. | 12/2020 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
Nothing reported in this section | |||
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Brokerage Account | |||
1.1 | USAA Tax-Exempt Long-Term Fund (USTEX) | $100,001 - $250,000 | $2,501 - $5,000 | |
1.2 | USAA Tax-Exempt Money Market Fund | $15,001 - $50,000 | None (or less than $201) | |
2 | U.S. Bank (cash) | $250,001 - $500,000 | Interest | $1,001 - $2,500 |
3 | U.S. brokerage money market account (cash) | $15,001 - $50,000 | None (or less than $201) | |
4 | Brokerage Account 2 | |||
4.1 | Fidelity Government Cash Reserves (FDRXX) | $15,001 - $50,000 | $201 - $1,000 | |
4.2 | Akre Focus Fund Retail Class Shares (AKREX) | $50,001 - $100,000 | $2,501 - $5,000 | |
4.3 | AlphaSimplex Managed Futures Strategy Fund Class Y Shares (ASFYX) | $50,001 - $100,000 | $15,001 - $50,000 | |
4.4 | American Beacon AHL Managed Futures Strategy Fund Class Y Shares (AHLYX) | $100,001 - $250,000 | $15,001 - $50,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Capital Group Growth ETF Share Class (CGGR) | Purchase | 09/22/2022 | $50,001 - $100,000 |
2 | Capital Group International Focus Equity ETF Share Class (CGXU) | Purchase | 09/22/2022 | $15,001 - $50,000 |
3 | Delaware Smid Cap Growth Fund Institutional Class Shares (DFDIX) | Purchase | 01/03/2022 | $15,001 - $50,000 |
4 | Limited Term Tax-Exempt Bond Fund of America Class F2 Shares (LTEFX) | Purchase | 09/23/2022 | $100,001 - $250,000 |
5 | New World Fund, Inc Class F2 Shares (NFFFX) | Purchase | 09/22/2022 | $50,001 - $100,000 |
6 | PIMCO Municipal Bond Fund I-3 (PMUNX) | Purchase | 09/22/2022 | $100,001 - $250,000 |
7 | PIMCO Municipal Bond Fund (Conversion) | 02/07/2022 | $15,001 - $50,000 | |
8 | EuroPacific Growth Fund Class F2 Shares (AEPFX) | Sale | 09/22/2022 | $15,001 - $50,000 |
9 | Fidelity Intermediate Municipal Income Fund (FLTMX) | Sale | 09/22/2022 | $100,001 - $250,000 |
10 | Fidelity Municipal Bond Index Fund (FMBIX) | Sale | 09/22/2022 | $100,001 - $250,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Bank of America | $1,000,001 - $5,000,000 | 2018 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
7 | 7 | Mutual Fund Share Class Automatic Conversion from Class A to Class I-3. |
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