Houston, TX | Dallas, TX | ||
|---|---|---|---|
| Assets under management | $11.3M | $12M | $10.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 0 | 2 |
| Individual clients | 37 | 20 | 74 |
| Assets per client | $306K | $600K | $145K |
| Clients per advisor | 19 | – | 37 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2024 | 2025 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Oct 2026, Oct 2024, Aug 2025). 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.