Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
Plano, TX | The Woodlands, TX | Plano, TX | |
|---|---|---|---|
| Assets under management | $379.4M | $399.4M | $403.1M |
| Asset growth, last 2 years | +21% | +23% | – |
| Advisory staff | 5 | 2 | 5 |
| Individual clients | 325 | 381 | 260 |
| Assets per client | $1.2M | $1M | $1.6M |
| Clients per advisor | 65 | 191 | 52 |
| Main custodian | Schwab | Schwab | – |
| Filing with the SEC since | 2020 | 2018 | 2024 |
| Tools in their stack | 2 | 1 | – |
| People on Advicer.bio | 6 | 2 | 5 |
From each firm's latest Form ADV (Jul 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.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: Cmg Wealth Management: Schwab · Threadgill Financial, LLC: Schwab · Tfr Capital: none listed