Lindale, TX | Fort Worth, TX | ||
|---|---|---|---|
| Assets under management | $51.1M | $53.8M | $53.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 1 | 2 |
| Individual clients | 102 | 89 | 90 |
| Assets per client | $501K | $604K | $597K |
| Clients per advisor | 34 | 89 | 45 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 2 | 1 |
| People on Advicer.bio | 3 | 1 | 2 |
From each firm's latest Form ADV (Mar 2026, Aug 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.