Redlands, CA | San Antonio, TX | ||
|---|---|---|---|
| Assets under management | $11.9M | $12.5M | $11.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 4 | 1 | 1 |
| Individual clients | 7 | 21 | 81 |
| Assets per client | $1.7M | $595K | $139K |
| Clients per advisor | 2 | 21 | 81 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2022 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 4 | 1 | – |
From each firm's latest Form ADV (Jul 2026, May 2026, Apr 2022). 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.