Houston, TX | |||
|---|---|---|---|
| Assets under management | $99.9M | $104.9M | $105M |
| Asset growth, last 2 years | −11% | – | +411% |
| Advisory staff | 1 | 5 | 26 |
| Individual clients | 19 | 114 | 9,549 |
| Assets per client | $5.3M | $921K | $11K |
| Clients per advisor | 19 | 23 | 367 |
| Main custodian | – | – | Fidelity |
| Filing with the SEC since | 2014 | 2026 | 2024 |
| Tools in their stack | 1 | – | 3 |
| People on Advicer.bio | – | 3 | 26 |
From each firm's latest Form ADV (Mar 2026, Oct 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.