Reston, VA | Houston, TX | ||
|---|---|---|---|
| Assets under management | $288.4M | $303.3M | $303.5M |
| Asset growth, last 2 years | +76% | +80% | +63% |
| Advisory staff | 3 | 1 | 3 |
| Individual clients | 291 | 203 | 109 |
| Assets per client | $991K | $1.5M | $2.8M |
| Clients per advisor | 97 | 203 | 36 |
| Main custodian | Shareholders Service Group, LLC | Pershing | Schwab |
| Filing with the SEC since | 2012 or earlier | 2021 | 2021 |
| Tools in their stack | 3 | – | 3 |
| People on Advicer.bio | 3 | 1 | 4 |
From each firm's latest Form ADV (Mar 2026, Feb 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.