Dallas, TX | |||
|---|---|---|---|
| Assets under management | $15.2M | $16M | $16M |
| Asset growth, last 2 years | −49% | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 44 | 11 | 15 |
| Assets per client | $345K | $1.5M | $1.1M |
| Clients per advisor | 44 | 11 | 8 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2012 or earlier | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Mar 2026, Apr 2026, May 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.