Houston, TX | Bryan, TX | Philadelphia, PA | |
|---|---|---|---|
| Assets under management | $53.5M | $56.8M | $56.3M |
| Asset growth, last 2 years | – | – | +46% |
| Advisory staff | 1 | 7 | 1 |
| Individual clients | 91 | 140 | 75 |
| Assets per client | $588K | $405K | $750K |
| Clients per advisor | 91 | 20 | 75 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2012 or earlier |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 1 | 7 | 1 |
From each firm's latest Form ADV (Aug 2026, Apr 2026, Feb 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.