Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
Dallas, TX | Austin, TX | The Woodlands, TX | |
|---|---|---|---|
| Assets under management | $839.4M | $885.8M | $889M |
| Asset growth, last 2 years | +2% | +51% | +53% |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 118 | 267 | 51 |
| Assets per client | $7.1M | $3.3M | $17.4M |
| Clients per advisor | 118 | 267 | 51 |
| Main custodian | Fidelity | Raymond James | Morgan Stanley |
| Filing with the SEC since | 2012 or earlier | 2019 | 2013 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 2 | 2 | 1 |
From each firm's latest Form ADV (Jan 2026, Aug 2026, 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.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: Adams Asset Advisors LLC: Fidelity · Cfm Wealth Partners LLC: Raymond James · Erguz, LLC: Morgan Stanley, Raymond James, Goldman Sachs