Irving, TX | Fort Worth, TX | ||
|---|---|---|---|
| Assets under management | $44.4M | $46.6M | $42.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 35 | 34 | 211 |
| Assets per client | $1.3M | $1.4M | $200K |
| Clients per advisor | 18 | 34 | 211 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2025 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 2 | 1 | – |
From each firm's latest Form ADV (Aug 2026, Feb 2026, Sep 2025). 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.