Denver, CO | Boston, MA | Houston, TX | |
|---|---|---|---|
| Assets under management | $2.92B | $3.1B | $3.1B |
| Asset growth, last 2 years | −13% | −53% | +60% |
| Advisory staff | 8 | 36 | 11 |
| Individual clients | 5,254 | 1,024 | 336 |
| Assets per client | $556K | $3M | $9.2M |
| Clients per advisor | 657 | 28 | 31 |
| Main custodian | Morgan Stanley | Fidelity | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2014 | 2012 or earlier |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 3 | 80 | 8 |
From each firm's latest Form ADV (Aug 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.