Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
San Antonio, TX | Houston, TX | Quebec City, Quebec | |
|---|---|---|---|
| Assets under management | $50.4M | $53.3M | $47.9M |
| Asset growth, last 2 years | – | – | +69% |
| Advisory staff | 1 | 2 | 4 |
| Individual clients | 139 | 140 | 11 |
| Assets per client | $363K | $381K | $4.4M |
| Clients per advisor | 139 | 70 | 3 |
| Main custodian | – | – | Interactive Brokers |
| Filing with the SEC since | 2026 | 2026 | 2021 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 1 | 1 | – |
From each firm's latest Form ADV (Mar 2026, Sep 2026, Dec 2025). 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.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: Kapela: none listed · Thornton Financial Management and Services: none listed · Dubeau Capital USA Inc.: Interactive Brokers