Fort Worth, TX | Bryan, TX | Turlock, CA | |
|---|---|---|---|
| Assets under management | $53.8M | $56.8M | $56.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 7 | 2 |
| Individual clients | 89 | 140 | 139 |
| Assets per client | $604K | $405K | $406K |
| Clients per advisor | 89 | 20 | 70 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | 1 | – |
| People on Advicer.bio | 1 | 7 | 3 |
From each firm's latest Form ADV (Aug 2026, Apr 2026, 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.