Dallas, TX | San Antonio, TX | Albany, TX | |
|---|---|---|---|
| Assets under management | $41.7M | $44.1M | $44M |
| Asset growth, last 2 years | – | +297% | +14% |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 30 | 58 | 31 |
| Assets per client | $1.4M | $760K | $1.4M |
| Clients per advisor | 30 | 58 | 31 |
| Main custodian | – | Schwab | – |
| Filing with the SEC since | 2026 | 2018 | 2012 or earlier |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 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.