Tomball, TX | Fort Worth, TX | Independence, OH | |
|---|---|---|---|
| Assets under management | $67.1M | $70.9M | $70.6M |
| Asset growth, last 2 years | – | −1% | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 143 | 129 | 106 |
| Assets per client | $469K | $550K | $666K |
| Clients per advisor | 143 | 129 | 106 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2012 or earlier | 2026 |
| Tools in their stack | 2 | – | 3 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (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.