Shreveport, LA | Baton Rouge, LA | Temecula, CA | |
|---|---|---|---|
| Assets under management | $129.5M | $137M | $122.8M |
| Asset growth, last 2 years | – | +35% | +22% |
| Advisory staff | 3 | 3 | 3 |
| Individual clients | 285 | 280 | 225 |
| Assets per client | $455K | $489K | $546K |
| Clients per advisor | 95 | 93 | 75 |
| Main custodian | Schwab | – | LPL Financial |
| Filing with the SEC since | 2024 | 2024 | 2023 |
| Tools in their stack | 1 | – | 5 |
| People on Advicer.bio | 3 | 3 | 3 |
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.