San Antonio, TX | Irving, TX | Dallas, TX | |
|---|---|---|---|
| Assets under management | $44.1M | $46.6M | $41.7M |
| Asset growth, last 2 years | +297% | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 58 | 34 | 30 |
| Assets per client | $760K | $1.4M | $1.4M |
| Clients per advisor | 58 | 34 | 30 |
| Main custodian | Schwab | – | – |
| Filing with the SEC since | 2018 | 2026 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Feb 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.