Houston, TX | Fort Worth, TX | ||
|---|---|---|---|
| Assets under management | $65M | $68.7M | $68.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 80 | 51 | 26 |
| Assets per client | $813K | $1.3M | $2.6M |
| Clients per advisor | 80 | 26 | 26 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 1 | 2 | – |
From each firm's latest Form ADV (Oct 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.