Charlotte, NC | Southlake, TX | ||
|---|---|---|---|
| Assets under management | $35M | $36.8M | $33.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 59 | 49 | 25 |
| Assets per client | $594K | $751K | $1.3M |
| Clients per advisor | 59 | 49 | 25 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 4 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Jan 2026, Feb 2026, Mar 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.