Dallas, TX | Round Rock, TX | ||
|---|---|---|---|
| Assets under management | $810K | $901K | $768K |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | – | 6 | 10 |
| Assets per client | – | $150K | $77K |
| Clients per advisor | – | 6 | 10 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2021 | 2025 | 2025 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Jan 2021, Dec 2025, Mar 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.