Omaha, NE | Winston Salem, NC | Dallas, TX | |
|---|---|---|---|
| Assets under management | $428.6M | $450.3M | $406.9M |
| Asset growth, last 2 years | +8% | +54% | +29% |
| Advisory staff | 4 | 4 | 3 |
| Individual clients | 134 | 186 | – |
| Assets per client | $3.2M | $2.4M | – |
| Clients per advisor | 34 | 47 | – |
| Main custodian | U.S. Bank | Fidelity | J.P. Morgan |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2023 |
| Tools in their stack | – | 3 | – |
| People on Advicer.bio | 4 | 4 | 2 |
From each firm's latest Form ADV (Mar 2026, Feb 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.