Sugar Land, TX | Jacksonville, TX | Holladay, UT | |
|---|---|---|---|
| Assets under management | $34.4M | $36.3M | $36.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 0 | 1 | 2 |
| Individual clients | 7 | 86 | 128 |
| Assets per client | $4.9M | $422K | $282K |
| Clients per advisor | – | 86 | 64 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Jan 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.