Bellevue, WA | Seattle, WA | Houston, TX | |
|---|---|---|---|
| Assets under management | $100M | $105.3M | $105M |
| Asset growth, last 2 years | – | – | +411% |
| Advisory staff | 4 | 2 | 26 |
| Individual clients | 650 | 78 | 9,549 |
| Assets per client | $154K | $1.4M | $11K |
| Clients per advisor | 163 | 39 | 367 |
| Main custodian | – | – | Fidelity |
| Filing with the SEC since | 2026 | 2026 | 2024 |
| Tools in their stack | 3 | 3 | 3 |
| People on Advicer.bio | 4 | 3 | 26 |
From each firm's latest Form ADV (Feb 2026, Oct 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.