Edmond, OK | Oklahoma City, OK | Louisville, KY | |
|---|---|---|---|
| Assets under management | $238.4M | $251M | $250.5M |
| Asset growth, last 2 years | +53% | +58% | +32% |
| Advisory staff | 3 | 2 | 1 |
| Individual clients | 70 | 388 | 1,061 |
| Assets per client | $3.4M | $647K | $236K |
| Clients per advisor | 23 | 194 | 1,061 |
| Main custodian | Schwab | Altruist | Fidelity |
| Filing with the SEC since | 2022 | 2022 | 2012 or earlier |
| Tools in their stack | – | 2 | 1 |
| People on Advicer.bio | 3 | 2 | 1 |
From each firm's latest Form ADV (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.