Des Moines, IA | Tulsa, OK | Oklahoma City, OK | |
|---|---|---|---|
| Assets under management | $1.01B | $1.06B | $1.06B |
| Asset growth, last 2 years | +39% | +43% | +138% |
| Advisory staff | 11 | 142 | 6 |
| Individual clients | 1,450 | 3,263 | 769 |
| Assets per client | $695K | $324K | $1.4M |
| Clients per advisor | 132 | 23 | 128 |
| Main custodian | Schwab | Pershing | Wells Fargo |
| Filing with the SEC since | 2014 | 2012 or earlier | 2021 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 9 | 139 | 7 |
From each firm's latest Form ADV (May 2026, 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.