Katy, TX | |||
|---|---|---|---|
| Assets under management | $17.6M | $18.5M | $18.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 76 | 69 | 33 |
| Assets per client | $231K | $268K | $560K |
| Clients per advisor | 76 | 35 | 33 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2025 |
| Tools in their stack | – | 2 | 1 |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Mar 2026, May 2026, Aug 2025). 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.