Frisco, TX | |||
|---|---|---|---|
| Assets under management | $81M | $85.1M | $76.9M |
| Asset growth, last 2 years | +16% | – | – |
| Advisory staff | 3 | 1 | 3 |
| Individual clients | 123 | 14 | 51 |
| Assets per client | $658K | $6.1M | $1.5M |
| Clients per advisor | 41 | 14 | 17 |
| Main custodian | Fidelity | – | – |
| Filing with the SEC since | 2021 | 2026 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 3 | 1 | 4 |
From each firm's latest Form ADV (Mar 2026, Feb 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.