Denton, TX | Dallas, TX | Foster City, CA | |
|---|---|---|---|
| Assets under management | $375.1M | $396.3M | $393.9M |
| Asset growth, last 2 years | +25% | +50% | +28% |
| Advisory staff | 2 | 3 | 3 |
| Individual clients | 345 | 199 | 28 |
| Assets per client | $1.1M | $2M | $14.1M |
| Clients per advisor | 173 | 66 | 9 |
| Main custodian | Schwab | – | Schwab |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2018 |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 2 | 3 | 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.