Palestine, TX | Carlsbad, CA | ||
|---|---|---|---|
| Assets under management | $6.1M | $6.4M | $6.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 5 |
| Individual clients | – | 11 | 35 |
| Assets per client | – | $583K | $183K |
| Clients per advisor | – | 11 | 7 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 1 | 1 |
| People on Advicer.bio | 1 | 1 | 5 |
From each firm's latest Form ADV (May 2026, Jun 2026, Sep 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.