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.
Denton, TX | Dallas, TX | Midland, TX | |
|---|---|---|---|
| Assets under management | $375.1M | $396.3M | $394.6M |
| Asset growth, last 2 years | +25% | +50% | +37% |
| Advisory staff | 2 | 3 | 1 |
| Individual clients | 345 | 199 | 196 |
| Assets per client | $1.1M | $2M | $2M |
| Clients per advisor | 173 | 66 | 196 |
| Main custodian | Schwab | – | Schwab |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2012 or earlier |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 2 | 3 | 3 |
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.
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: Cultivar Capital, Inc.: Schwab · Fortune Wealth Management, LLC: none listed · Cargile Investment Management: Schwab, Fidelity