Dallas, TX | San Antonio, TX | Houston, TX | |
|---|---|---|---|
| Assets under management | $3.49B | $3.87B | $3.1B |
| Asset growth, last 2 years | +42% | +11% | +60% |
| Advisory staff | 70 | 7 | 11 |
| Individual clients | 11,699 | 231 | 336 |
| Assets per client | $298K | $16.7M | $9.2M |
| Clients per advisor | 167 | 33 | 31 |
| Main custodian | LPL Financial | RBC | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2014 | 2012 or earlier |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 87 | 3 | 8 |
From each firm's latest Form ADV (Mar 2026, Sep 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.