Washington, DC | Austin, TX | Palm Desert, CA | |
|---|---|---|---|
| Assets under management | $1.27B | $1.34B | $1.34B |
| Asset growth, last 2 years | +22% | +363% | +98% |
| Advisory staff | 17 | 47 | 14 |
| Individual clients | 539 | 2,937 | 825 |
| Assets per client | $2.4M | $455K | $1.6M |
| Clients per advisor | 32 | 62 | 59 |
| Main custodian | Fidelity | Schwab | Schwab |
| Filing with the SEC since | 2012 or earlier | 2023 | 2017 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 11 | 55 | 14 |
From each firm's latest Form ADV (Jun 2026, Jul 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.