Houston, TX | Richardson, TX | ||
|---|---|---|---|
| Assets under management | $13.7M | $14.4M | $14.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 25 | 41 | 32 |
| Assets per client | $546K | $352K | $448K |
| Clients per advisor | 13 | 41 | 32 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2023 |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Feb 2026, Sep 2026, Mar 2023). 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.