Midland, TX | Houston, TX | Austin, TX | |
|---|---|---|---|
| Assets under management | $394.6M | $417.8M | $374.4M |
| Asset growth, last 2 years | +37% | +8% | +22% |
| Advisory staff | 1 | 3 | 4 |
| Individual clients | 196 | 172 | 39 |
| Assets per client | $2M | $2.4M | $9.6M |
| Clients per advisor | 196 | 57 | 10 |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2017 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 3 | 3 | 4 |
From each firm's latest Form ADV (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.