Dripping Springs, TX | Highland Park, NJ | Austin, TX | |
|---|---|---|---|
| Assets under management | $720K | $760K | $636K |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 3 | 9 | 0 |
| Assets per client | $240K | $84K | – |
| Clients per advisor | 3 | 9 | – |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2020 | 2019 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 1 | – | – |
From each firm's latest Form ADV (Mar 2026, Mar 2020, Nov 2019). 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.