Edinburg, TX | Matthews, NC | ||
|---|---|---|---|
| Assets under management | $9.1M | $9.6M | $9.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 4 | 3 | 1 |
| Individual clients | 100 | 57 | 16 |
| Assets per client | $91K | $168K | $598K |
| Clients per advisor | 25 | 19 | 16 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | – | 3 |
| People on Advicer.bio | 4 | 3 | 1 |
From each firm's latest Form ADV (Sep 2026, Mar 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.