San Antonio, TX | Houston, TX | Austin, TX | |
|---|---|---|---|
| Assets under management | $50.4M | $53.3M | $53M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 2 |
| Individual clients | 139 | 140 | 84 |
| Assets per client | $363K | $381K | $631K |
| Clients per advisor | 139 | 70 | 42 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | – | 5 |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Mar 2026, Sep 2026, Oct 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.