San Antonio, TX | Dallas, TX | Cardiff-By-The-Sea, CA | |
|---|---|---|---|
| Assets under management | $95M | $100M | $99.8M |
| Asset growth, last 2 years | +329% | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 65 | 15 | 231 |
| Assets per client | $1.5M | $6.7M | $432K |
| Clients per advisor | 65 | 15 | 231 |
| Main custodian | LPL Financial | – | – |
| Filing with the SEC since | 2022 | 2026 | 2026 |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Apr 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.