Plano, TX | San Antonio, TX | Westerville, OH | |
|---|---|---|---|
| Assets under management | $90M | $95M | $94.5M |
| Asset growth, last 2 years | – | +329% | +81% |
| Advisory staff | 1 | 1 | 3 |
| Individual clients | 88 | 65 | 323 |
| Assets per client | $1M | $1.5M | $293K |
| Clients per advisor | 88 | 65 | 108 |
| Main custodian | – | LPL Financial | – |
| Filing with the SEC since | 2026 | 2022 | 2012 or earlier |
| Tools in their stack | 3 | – | – |
| People on Advicer.bio | 1 | 1 | 3 |
From each firm's latest Form ADV (Feb 2026, Mar 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.