Deerfield, IL | Houston, TX | ||
|---|---|---|---|
| Assets under management | $891.2M | $938.4M | $938.5M |
| Asset growth, last 2 years | +54% | +31% | +67% |
| Advisory staff | 6 | 5 | 7 |
| Individual clients | 613 | 383 | 207 |
| Assets per client | $1.5M | $2.5M | $4.5M |
| Clients per advisor | 102 | 77 | 30 |
| Main custodian | Fidelity | Fidelity | Schwab |
| Filing with the SEC since | 2024 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | 5 | 1 | 3 |
| People on Advicer.bio | 5 | 5 | 8 |
From each firm's latest Form ADV (Sep 2026, Mar 2026, Jun 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.