Houston, TX | Dallas, TX | Sarasota, FL | |
|---|---|---|---|
| Assets under management | $12.6M | $13.3M | $12M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 8 | 16 | 32 |
| Assets per client | $1.6M | $831K | $374K |
| Clients per advisor | 8 | 16 | 32 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 4 | 2 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Sep 2026, Apr 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.