San Francisco, CA | Pasadena, CA | Houston, TX | |
|---|---|---|---|
| Assets under management | $508.2M | $540.1M | $534.1M |
| Asset growth, last 2 years | +90% | +23% | +23% |
| Advisory staff | 2 | 2 | 10 |
| Individual clients | 74 | 78 | 1,138 |
| Assets per client | $6.9M | $6.9M | $469K |
| Clients per advisor | 37 | 39 | 114 |
| Main custodian | Schwab | U.S. Bank | Pershing |
| Filing with the SEC since | 2021 | 2012 or earlier | 2021 |
| Tools in their stack | 2 | – | 2 |
| People on Advicer.bio | 2 | 2 | 9 |
From each firm's latest Form ADV (Sep 2026, Mar 2026, Oct 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.