Mckinney, TX | Longview, TX | Dallas, TX | |
|---|---|---|---|
| Assets under management | $5.6M | $5.9M | $5.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 4 | 2 |
| Individual clients | 15 | 36 | 13 |
| Assets per client | $371K | $164K | $450K |
| Clients per advisor | 15 | 9 | 7 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2023 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 4 | 1 |
From each firm's latest Form ADV (Mar 2026, Feb 2026, Mar 2023). 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.