Houston, TX | Houston, TX | Dallas, TX | |
|---|---|---|---|
| Assets under management | $439.4M | $465.3M | $416.9M |
| Asset growth, last 2 years | +34% | +120% | +54% |
| Advisory staff | 7 | 5 | 12 |
| Individual clients | 188 | 86 | 592 |
| Assets per client | $2.3M | $5.4M | $704K |
| Clients per advisor | 27 | 17 | 49 |
| Main custodian | – | Fidelity | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2023 | 2015 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 7 | 5 | 13 |
From each firm's latest Form ADV (Mar 2026, May 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.