New York, NY | Fort Worth, TX | Omaha, NE | |
|---|---|---|---|
| Assets under management | $228.9M | $240.4M | $240.3M |
| Asset growth, last 2 years | −0% | +80% | +46% |
| Advisory staff | 2 | 6 | 7 |
| Individual clients | 40 | 1,330 | 1,028 |
| Assets per client | $5.7M | $181K | $234K |
| Clients per advisor | 20 | 222 | 147 |
| Main custodian | Morgan Stanley | Axos Clearing | Schwab |
| Filing with the SEC since | 2012 or earlier | 2021 | 2021 |
| Tools in their stack | – | – | 3 |
| People on Advicer.bio | 2 | 6 | 7 |
From each firm's latest Form ADV (Mar 2026, Apr 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.