Greenville, SC | San Antonio, TX | ||
|---|---|---|---|
| Assets under management | $380.3M | $399.8M | $399.9M |
| Asset growth, last 2 years | +34% | +42% | +58% |
| Advisory staff | 3 | 4 | 2 |
| Individual clients | 243 | 584 | 139 |
| Assets per client | $1.6M | $685K | $2.9M |
| Clients per advisor | 81 | 146 | 70 |
| Main custodian | – | Schwab | Interactive Brokers |
| Filing with the SEC since | 2012 or earlier | 2021 | 2020 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 3 | 2 | 2 |
From each firm's latest Form ADV (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.