San Antonio, TX | Huntington Beach, CA | ||
|---|---|---|---|
| Assets under management | $1.3M | $1.4M | $1.4M |
| Asset growth, last 2 years | – | – | −95% |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 12 | 2 | – |
| Assets per client | $111K | $702K | – |
| Clients per advisor | 12 | 1 | – |
| Main custodian | – | – | – |
| Filing with the SEC since | 2025 | 2026 | 2012 or earlier |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Oct 2025, Jan 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.