Austin, TX | Kyle, TX | Kirkland, WA | |
|---|---|---|---|
| Assets under management | $21.7M | $22.8M | $22.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 63 | 82 | 94 |
| Assets per client | $345K | $279K | $243K |
| Clients per advisor | 63 | 41 | 94 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | 1 | – |
| People on Advicer.bio | 1 | 2 | 1 |
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.