Dripping Springs, TX | Dallas, TX | Zurich | |
|---|---|---|---|
| Assets under management | $881.9M | $928.9M | $837.6M |
| Asset growth, last 2 years | +39% | +60% | +74% |
| Advisory staff | 5 | 6 | 15 |
| Individual clients | 131 | 258 | 252 |
| Assets per client | $6.7M | $3.6M | $3.3M |
| Clients per advisor | 26 | 43 | 17 |
| Main custodian | Fidelity | Pershing | Bank Vontobel Ag |
| Filing with the SEC since | 2019 | 2019 | 2012 or earlier |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 5 | 6 | – |
From each firm's latest Form ADV (Mar 2026, Feb 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.