Dallas, TX | Houston, TX | Dallas, TX | |
|---|---|---|---|
| Assets under management | $396.3M | $417.8M | $416.9M |
| Asset growth, last 2 years | +50% | +8% | +54% |
| Advisory staff | 3 | 3 | 12 |
| Individual clients | 199 | 172 | 592 |
| Assets per client | $2M | $2.4M | $704K |
| Clients per advisor | 66 | 57 | 49 |
| Main custodian | – | Schwab | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2015 |
| Tools in their stack | 1 | 1 | 1 |
| People on Advicer.bio | 3 | 3 | 13 |
From each firm's latest Form ADV (Feb 2026, Mar 2026, May 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.