Southlake, TX | Los Angeles, CA | ||
|---|---|---|---|
| Assets under management | $50.3M | $52.9M | $53M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 6 | 1 | 3 |
| Individual clients | 178 | 61 | 244 |
| Assets per client | $283K | $866K | $217K |
| Clients per advisor | 30 | 61 | 81 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 10 | – | 2 |
| People on Advicer.bio | 8 | 1 | 3 |
From each firm's latest Form ADV (Sep 2026, Mar 2026, Apr 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.