Corona, CA | Houston, TX | ||
|---|---|---|---|
| Assets under management | $10.9M | $11.5M | $10.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 44 | 50 | 18 |
| Assets per client | $249K | $230K | $578K |
| Clients per advisor | 44 | 50 | 18 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 4 |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (May 2026, Jan 2026, Mar 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.