Texas City, TX | |||
|---|---|---|---|
| Assets under management | $349K | $371K | $367K |
| Asset growth, last 2 years | +709% | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 4 | 6 | 8 |
| Assets per client | $87K | $62K | $46K |
| Clients per advisor | 4 | 6 | 8 |
| Main custodian | Altruist | – | – |
| Filing with the SEC since | 2022 | 2026 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, May 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.