Dallas, TX | |||
|---|---|---|---|
| Assets under management | $6.6M | $6.9M | $6.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 14 | 58 | 17 |
| Assets per client | $471K | $120K | $408K |
| Clients per advisor | 14 | 58 | 17 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2023 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Jul 2026, Feb 2026, Aug 2023). 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.