Richardson, TX | Dallas, TX | Austin, TX | |
|---|---|---|---|
| Assets under management | $118.8M | $125.3M | $124.9M |
| Asset growth, last 2 years | +8% | +122% | −16% |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 264 | 133 | 25 |
| Assets per client | $450K | $942K | $5M |
| Clients per advisor | 132 | 133 | 25 |
| Main custodian | Etc Brokerage Services, LLC | – | SEI |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2017 |
| Tools in their stack | 2 | 2 | 1 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, May 2026, Aug 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.