Dallas, TX | Sugar Land, TX | Austin, TX | |
|---|---|---|---|
| Assets under management | $5.9M | $6.2M | $6.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 13 | 90 | 15 |
| Assets per client | $450K | $69K | $413K |
| Clients per advisor | 7 | 90 | 15 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2023 | 2026 | 2026 |
| Tools in their stack | – | 4 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 2023, Jan 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.