Dallas, TX | Fort Worth, TX | Oklahoma City, OK | |
|---|---|---|---|
| Assets under management | $1.55B | $1.67B | $1.63B |
| Asset growth, last 2 years | +19% | +19% | +8% |
| Advisory staff | 3 | 5 | 6 |
| Individual clients | 200 | 15 | 5,437 |
| Assets per client | $7.8M | $111.6M | $300K |
| Clients per advisor | 67 | 3 | 906 |
| Main custodian | Schwab | Fidelity | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2012 or earlier |
| Tools in their stack | 1 | 2 | – |
| People on Advicer.bio | 3 | 6 | 6 |
From each firm's latest Form ADV (Mar 2026, Apr 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.