Austin, TX | Dallas, TX | Santa Monica, CA | |
|---|---|---|---|
| Assets under management | $1.4B | $1.49B | $1.47B |
| Asset growth, last 2 years | +148% | +25% | – |
| Advisory staff | 128 | 6 | 6 |
| Individual clients | 3,771 | 415 | 141 |
| Assets per client | $372K | $3.6M | $10.4M |
| Clients per advisor | 29 | 69 | 24 |
| Main custodian | Schwab | Fidelity | Fidelity |
| Filing with the SEC since | 2022 | 2012 or earlier | 2024 |
| Tools in their stack | 1 | – | 2 |
| People on Advicer.bio | 147 | 3 | 6 |
From each firm's latest Form ADV (Oct 2026, Mar 2026, Jun 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.