Austin, TX | Fort Worth, TX | Tampa, FL | |
|---|---|---|---|
| Assets under management | $237.3M | $250.8M | $249.2M |
| Asset growth, last 2 years | +100% | +35% | +9% |
| Advisory staff | 9 | 2 | 1 |
| Individual clients | 456 | 194 | 9 |
| Assets per client | $520K | $1.3M | $27.7M |
| Clients per advisor | 51 | 97 | 9 |
| Main custodian | Fidelity | Schwab | – |
| Filing with the SEC since | 2021 | 2017 | 2012 or earlier |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 10 | 1 | 1 |
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.