Plano, TX | San Antonio, TX | Libertyville, IL | |
|---|---|---|---|
| Assets under management | $90M | $95M | $85.4M |
| Asset growth, last 2 years | – | +329% | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 88 | 65 | 37 |
| Assets per client | $1M | $1.5M | $2.3M |
| Clients per advisor | 88 | 65 | 37 |
| Main custodian | – | LPL Financial | – |
| Filing with the SEC since | 2026 | 2022 | 2026 |
| Tools in their stack | 3 | – | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Feb 2026, Mar 2026, Aug 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.