Dallas, TX | |||
|---|---|---|---|
| Assets under management | $397M | $417.2M | $416.9M |
| Asset growth, last 2 years | +37% | +17% | +54% |
| Advisory staff | 2 | 3 | 12 |
| Individual clients | 237 | 64 | 592 |
| Assets per client | $1.7M | $6.5M | $704K |
| Clients per advisor | 119 | 21 | 49 |
| Main custodian | Schwab | Schwab | Fidelity |
| Filing with the SEC since | 2018 | 2015 | 2015 |
| Tools in their stack | – | 1 | 1 |
| People on Advicer.bio | 2 | 3 | 13 |
From each firm's latest Form ADV (Jul 2026, Mar 2026, May 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.