Austin, TX | |||
|---|---|---|---|
| Assets under management | $6.7M | $7M | $7M |
| Asset growth, last 2 years | – | – | −19% |
| Advisory staff | 1 | 0 | 1 |
| Individual clients | 6 | 12 | 39 |
| Assets per client | $1.1M | $587K | $181K |
| Clients per advisor | 6 | – | 39 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2012 or earlier |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 1 | – | 1 |
From each firm's latest Form ADV (Mar 2026, Jan 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.