Clermont, FL | Waco, TX | ||
|---|---|---|---|
| Assets under management | $38.6M | $40.6M | $36.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 167 | 23 | 41 |
| Assets per client | $231K | $1.8M | $895K |
| Clients per advisor | 84 | 23 | 41 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, 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.