Lincoln, NE | The Woodlands, TX | Durham, NC | |
|---|---|---|---|
| Assets under management | $844.8M | $889M | $800.8M |
| Asset growth, last 2 years | +31% | +53% | +11% |
| Advisory staff | 4 | 1 | 3 |
| Individual clients | 1,210 | 51 | 256 |
| Assets per client | $698K | $17.4M | $3.1M |
| Clients per advisor | 303 | 51 | 85 |
| Main custodian | Fidelity | Morgan Stanley | Schwab |
| Filing with the SEC since | 2013 | 2013 | 2012 or earlier |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 5 | 1 | 4 |
From each firm's latest Form ADV (Mar 2026, May 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.