Colleyville, TX | Dallas, TX | Fort Worth, TX | |
|---|---|---|---|
| Assets under management | $61M | $64.4M | $64.1M |
| Asset growth, last 2 years | – | – | −22% |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | 167 | 33 | 37 |
| Assets per client | $365K | $2M | $1.7M |
| Clients per advisor | 84 | 33 | 19 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2012 or earlier |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 2 | 1 | 2 |
From each firm's latest Form ADV (Aug 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.