Round Rock, TX | |||
|---|---|---|---|
| Assets under management | $11.8M | $12.4M | $12.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 7 | 79 | 15 |
| Assets per client | $1.7M | $157K | $824K |
| Clients per advisor | 7 | 79 | 15 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 3 | 4 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Sep 2026, Apr 2026, Oct 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.