Plano, TX | Dallas, TX | Austin, TX | |
|---|---|---|---|
| Assets under management | $311.9M | $329.7M | $296.1M |
| Asset growth, last 2 years | +196% | +15% | +38% |
| Advisory staff | 2 | 6 | 1 |
| Individual clients | 75 | 251 | 72 |
| Assets per client | $4.2M | $1.3M | $4.1M |
| Clients per advisor | 38 | 42 | 72 |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2021 | 2013 | 2020 |
| Tools in their stack | 3 | 2 | 1 |
| People on Advicer.bio | 2 | 4 | 1 |
From each firm's latest Form ADV (Mar 2026, Apr 2026, May 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.