Dallas, TX | Fort Worth, TX | ||
|---|---|---|---|
| Assets under management | $406.9M | $430.4M | $428.4M |
| Asset growth, last 2 years | +29% | +73% | +19% |
| Advisory staff | 3 | 5 | 1 |
| Individual clients | – | 429 | 7 |
| Assets per client | – | $1M | $61.2M |
| Clients per advisor | – | 86 | 7 |
| Main custodian | J.P. Morgan | Pershing | UBS |
| Filing with the SEC since | 2023 | 2019 | 2018 |
| Tools in their stack | – | 4 | – |
| People on Advicer.bio | 2 | 8 | 1 |
From each firm's latest Form ADV (Mar 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.