Needham, MA | Midland, TX | ||
|---|---|---|---|
| Assets under management | $415.5M | $436.7M | $394.6M |
| Asset growth, last 2 years | +60% | +138% | +37% |
| Advisory staff | 6 | 1 | 1 |
| Individual clients | 372 | 23 | 196 |
| Assets per client | $1.1M | $19M | $2M |
| Clients per advisor | 62 | 23 | 196 |
| Main custodian | LPL Financial | – | Schwab |
| Filing with the SEC since | 2016 | 2023 | 2012 or earlier |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 6 | 1 | 3 |
From each firm's latest Form ADV (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.