Coppell, TX | Houston, TX | Houston, TX | |
|---|---|---|---|
| Assets under management | $1.94B | $2.07B | $2.09B |
| Asset growth, last 2 years | +3% | +47% | +57% |
| Advisory staff | 14 | 5 | 5 |
| Individual clients | 877 | 221 | 764 |
| Assets per client | $2.2M | $9.4M | $2.7M |
| Clients per advisor | 63 | 44 | 153 |
| Main custodian | Schwab | Schwab | Fidelity |
| Filing with the SEC since | 2017 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 13 | 3 | 6 |
From each firm's latest Form ADV (Jun 2026, Sep 2026, Aug 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.