The Woodlands, TX | Grapevine, TX | Rockwall, TX | |
|---|---|---|---|
| Assets under management | $31M | $32.9M | $32.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 4 | 2 |
| Individual clients | 49 | 60 | 40 |
| Assets per client | $633K | $548K | $820K |
| Clients per advisor | 25 | 15 | 20 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 1 | 4 | 2 |
From each firm's latest Form ADV (Aug 2026, Mar 2026, Jun 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.