Dallas, TX | Durham, NC | ||
|---|---|---|---|
| Assets under management | $66.2M | $69.6M | $62.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 3 |
| Individual clients | 89 | – | 122 |
| Assets per client | $744K | – | $516K |
| Clients per advisor | 45 | – | 41 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 4 | – | 2 |
| People on Advicer.bio | 2 | 1 | 3 |
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.