Greenville, TX | Irving, TX | Southlake, TX | |
|---|---|---|---|
| Assets under management | $8.9M | $9.3M | $8.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 44 | 29 | 21 |
| Assets per client | $201K | $321K | $396K |
| Clients per advisor | 22 | 29 | 21 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 6 | 4 |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Oct 2026, Mar 2026, Sep 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.