Dallas, TX | Lakeway, TX | ||
|---|---|---|---|
| Assets under management | $61.4M | $64.6M | $64.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 3 |
| Individual clients | 24 | 50 | 132 |
| Assets per client | $2.6M | $1.3M | $489K |
| Clients per advisor | 12 | 50 | 44 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 4 |
| People on Advicer.bio | 2 | 3 | 3 |
From each firm's latest Form ADV (Aug 2026, Mar 2026, Jul 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.