Las Vegas, NV | Van Buren, MO | Oklahoma City, OK | |
|---|---|---|---|
| Assets under management | $8.4M | $8.8M | $8.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 9 | 37 | 144 |
| Assets per client | $935K | $239K | $61K |
| Clients per advisor | 9 | 37 | 72 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 2 | 2 |
From each firm's latest Form ADV (Apr 2026, Oct 2026, Sep 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.