Sacramento, CA | Austin, TX | ||
|---|---|---|---|
| Assets under management | $20M | $21M | $21M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 2 |
| Individual clients | 81 | 46 | 186 |
| Assets per client | $247K | $456K | $113K |
| Clients per advisor | 81 | 23 | 93 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 1 | 3 |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Jan 2026, Jun 2026, Jul 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.