Dallas, TX | Lewisville, TX | Austin, TX | |
|---|---|---|---|
| Assets under management | $686K | $740K | $636K |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | – | 20 | 0 |
| Assets per client | – | $37K | – |
| Clients per advisor | – | 20 | – |
| Main custodian | – | – | – |
| Filing with the SEC since | 2024 | 2024 | 2019 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 1 | 1 | – |
From each firm's latest Form ADV (Jun 2024, Mar 2024, 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.