Houston, TX | Austin, TX | ||
|---|---|---|---|
| Assets under management | $83.9M | $88.2M | $79.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | 54 | 85 | 19 |
| Assets per client | $1.6M | $1M | $4.2M |
| Clients per advisor | 27 | 85 | 10 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | – | 1 |
| People on Advicer.bio | 2 | 1 | 2 |
From each firm's latest Form ADV (Mar 2026, Apr 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.