Austin, TX | |||
|---|---|---|---|
| Assets under management | $118.5M | $124.7M | $124.9M |
| Asset growth, last 2 years | – | – | −16% |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 95 | 75 | 25 |
| Assets per client | $1.2M | $1.7M | $5M |
| Clients per advisor | 95 | 75 | 25 |
| Main custodian | – | Schwab | SEI |
| Filing with the SEC since | 2024 | 2024 | 2017 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Aug 2026, Sep 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.