Dallas, TX | Houston, TX | Mansfield, TX | |
|---|---|---|---|
| Assets under management | $416.9M | $439.4M | $438.1M |
| Asset growth, last 2 years | +54% | +34% | +37% |
| Advisory staff | 12 | 7 | 3 |
| Individual clients | 592 | 188 | 170 |
| Assets per client | $704K | $2.3M | $2.6M |
| Clients per advisor | 49 | 27 | 57 |
| Main custodian | Fidelity | – | Schwab |
| Filing with the SEC since | 2015 | 2012 or earlier | 2018 |
| Tools in their stack | 1 | – | 1 |
| People on Advicer.bio | 13 | 7 | 3 |
From each firm's latest Form ADV (May 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.