Burleson, TX | Houston, TX | Glendale, CA | |
|---|---|---|---|
| Assets under management | $71.1M | $74.8M | $67.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 5 | 1 |
| Individual clients | 108 | 176 | 82 |
| Assets per client | $658K | $425K | $823K |
| Clients per advisor | 54 | 35 | 82 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 2 | 5 | 1 |
From each firm's latest Form ADV (Feb 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.