Norman, OK | |||
|---|---|---|---|
| Assets under management | $24.7M | $26M | $25.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 146 | 24 | 44 |
| Assets per client | $169K | $1.1M | $590K |
| Clients per advisor | 73 | 24 | 44 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2024 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 2 | 1 | 2 |
From each firm's latest Form ADV (Mar 2026, Oct 2026, Dec 2025). 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.