Austin, TX | Dallas, TX | Bethesda, MD | |
|---|---|---|---|
| Assets under management | $1.4B | $1.49B | $1.48B |
| Asset growth, last 2 years | +148% | +25% | +29% |
| Advisory staff | 128 | 6 | 13 |
| Individual clients | 3,771 | 415 | 396 |
| Assets per client | $372K | $3.6M | $3.7M |
| Clients per advisor | 29 | 69 | 30 |
| Main custodian | Schwab | Fidelity | Folio |
| Filing with the SEC since | 2022 | 2012 or earlier | 2018 |
| Tools in their stack | 1 | – | 1 |
| People on Advicer.bio | 147 | 3 | 13 |
From each firm's latest Form ADV (Oct 2026, Mar 2026, May 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.