Oceanside, CA | Newport Beach, CA | Houston, TX | |
|---|---|---|---|
| Assets under management | $29M | $30.5M | $30.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 56 | 27 | 42 |
| Assets per client | $517K | $1.1M | $725K |
| Clients per advisor | 28 | 27 | 42 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (May 2026, Jul 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.