Boone, NC | Cedar Park, TX | ||
|---|---|---|---|
| Assets under management | $75.3M | $79.1M | $71.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 3 | 1 |
| Individual clients | 101 | 186 | 78 |
| Assets per client | $746K | $425K | $917K |
| Clients per advisor | 51 | 62 | 78 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | 1 | – |
| People on Advicer.bio | 2 | 3 | 1 |
From each firm's latest Form ADV (Feb 2026, Aug 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.