The Woodlands, TX | Cambridge, MA | ||
|---|---|---|---|
| Assets under management | $2.8M | $2.9M | $2.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 0 |
| Individual clients | 5 | 19 | 8 |
| Assets per client | $560K | $155K | $330K |
| Clients per advisor | 5 | 19 | – |
| Main custodian | – | – | – |
| Filing with the SEC since | 2025 | 2026 | 2026 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 1 | 1 | 3 |
From each firm's latest Form ADV (Apr 2025, 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.