Austin, TX | Amarillo, TX | Sugar Land, TX | |
|---|---|---|---|
| Assets under management | $211.2M | $223M | $222.4M |
| Asset growth, last 2 years | +206% | +42% | +106% |
| Advisory staff | 4 | 2 | 21 |
| Individual clients | 249 | 132 | 1,437 |
| Assets per client | $848K | $1.7M | $155K |
| Clients per advisor | 62 | 66 | 68 |
| Main custodian | Guggenheim Investments | Schwab | Schwab |
| Filing with the SEC since | 2012 or earlier | 2020 | 2020 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 4 | 2 | 13 |
From each firm's latest Form ADV (Sep 2026, Feb 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.