Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
Corpus Christi, TX | |||
|---|---|---|---|
| Assets under management | $48.4M | $50.8M | $45.9M |
| Asset growth, last 2 years | – | – | +37% |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 66 | 105 | 444 |
| Assets per client | $733K | $484K | $103K |
| Clients per advisor | 66 | 105 | 222 |
| Main custodian | – | – | Schwab |
| Filing with the SEC since | 2026 | 2026 | 2018 |
| Tools in their stack | – | – | 3 |
| People on Advicer.bio | 1 | 1 | 6 |
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.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: Macneil Capital Management: none listed · Fernandez Wealth Management: none listed · Stonewater Wealth Management, Inc.: Schwab