Cedar Park, TX | Rensselaer, NY | ||
|---|---|---|---|
| Assets under management | $105.1M | $110.4M | $110.4M |
| Asset growth, last 2 years | – | – | +20% |
| Advisory staff | 1 | 2 | 2 |
| Individual clients | 154 | 108 | 95 |
| Assets per client | $683K | $1M | $1.2M |
| Clients per advisor | 154 | 54 | 48 |
| Main custodian | – | – | Schwab |
| Filing with the SEC since | 2026 | 2026 | 2017 |
| Tools in their stack | – | 4 | – |
| People on Advicer.bio | 2 | 1 | 2 |
From each firm's latest Form ADV (Jun 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.