Dallas, TX | |||
|---|---|---|---|
| Assets under management | $26.1M | $27.5M | $27.5M |
| Asset growth, last 2 years | +9,792% | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 4 | 7 | 60 |
| Assets per client | $6.5M | $3.9M | $458K |
| Clients per advisor | 2 | 7 | 60 |
| Main custodian | Pershing | – | – |
| Filing with the SEC since | 2021 | 2026 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (May 2026, Feb 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.