Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
San Antonio, TX | |||
|---|---|---|---|
| Assets under management | $48M | $50.4M | $45.5M |
| Asset growth, last 2 years | – | – | +17% |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 8 | 139 | 41 |
| Assets per client | $6M | $363K | $1.1M |
| Clients per advisor | 8 | 139 | 41 |
| Main custodian | – | – | Schwab |
| Filing with the SEC since | 2026 | 2026 | 2018 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 1 | 1 | 1 |
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.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: Gillespie Wealth Management Inc: none listed · Kapela: none listed · Calcagnini Wealth Management, LLC: Schwab