Highlands Ranch, CO | Dallas, TX | Lehi, UT | |
|---|---|---|---|
| Assets under management | $61.3M | $64.4M | $58.2M |
| Asset growth, last 2 years | – | – | +47% |
| Advisory staff | 3 | 1 | 2 |
| Individual clients | 81 | 33 | 438 |
| Assets per client | $757K | $2M | $133K |
| Clients per advisor | 27 | 33 | 219 |
| Main custodian | – | – | Folio |
| Filing with the SEC since | 2026 | 2026 | 2020 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 3 | 1 | 4 |
From each firm's latest Form ADV (Jun 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.