Dallas, TX | Beaverton, OR | ||
|---|---|---|---|
| Assets under management | $129.5M | $136.1M | $136.1M |
| Asset growth, last 2 years | +47% | +366% | +2% |
| Advisory staff | 3 | 3 | 2 |
| Individual clients | 66 | 82 | 124 |
| Assets per client | $2M | $1.7M | $1.1M |
| Clients per advisor | 22 | 27 | 62 |
| Main custodian | Pershing | – | LPL Financial |
| Filing with the SEC since | 2020 | 2012 or earlier | 2020 |
| Tools in their stack | 2 | 3 | – |
| People on Advicer.bio | 3 | 4 | 2 |
From each firm's latest Form ADV (Jul 2026, Aug 2026, Mar 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.