Social Circle, GA | Little Rock, AR | The Woodlands, TX | |
|---|---|---|---|
| Assets under management | $104.3M | $109.7M | $109.9M |
| Asset growth, last 2 years | +71% | – | – |
| Advisory staff | 3 | 6 | 4 |
| Individual clients | 252 | 516 | 97 |
| Assets per client | $414K | $213K | $1.1M |
| Clients per advisor | 84 | 86 | 24 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2012 or earlier | 2026 | 2026 |
| Tools in their stack | – | – | 3 |
| People on Advicer.bio | 4 | 5 | 4 |
From each firm's latest Form ADV (Mar 2026, Oct 2026, Aug 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.