Dallas, TX | Austin, TX | Austin, TX | |
|---|---|---|---|
| Assets under management | $826M | $878.6M | $871.4M |
| Asset growth, last 2 years | +5% | – | +30% |
| Advisory staff | 3 | 3 | 5 |
| Individual clients | 141 | 2,103 | 462 |
| Assets per client | $5.9M | $418K | $1.9M |
| Clients per advisor | 47 | 701 | 92 |
| Main custodian | Schwab | – | Schwab |
| Filing with the SEC since | 2012 or earlier | 2024 | 2012 or earlier |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 3 | 25 | 5 |
From each firm's latest Form ADV (Jun 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.