Fort Worth, TX | Austin, TX | Lakeway, TX | |
|---|---|---|---|
| Assets under management | $61.2M | $64.6M | $64.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 4 | 1 | 1 |
| Individual clients | 245 | 22 | 50 |
| Assets per client | $250K | $2.9M | $1.3M |
| Clients per advisor | 61 | 22 | 50 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 4 | 1 | 3 |
From each firm's latest Form ADV (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.