Minden, LA | Littleton, CO | Houston, TX | |
|---|---|---|---|
| Assets under management | $308.9M | $324.5M | $324.5M |
| Asset growth, last 2 years | +41% | +21% | −11% |
| Advisory staff | 5 | 6 | 1 |
| Individual clients | 597 | 366 | 53 |
| Assets per client | $517K | $887K | $6.1M |
| Clients per advisor | 119 | 61 | 53 |
| Main custodian | SEI | SEI | Schwab |
| Filing with the SEC since | 2020 | 2020 | 2012 or earlier |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 5 | 5 | – |
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.