Lubbock, TX | Ann Arbor, MI | ||
|---|---|---|---|
| Assets under management | $72.9M | $76.6M | $76.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 4 | 6 |
| Individual clients | 43 | 71 | 123 |
| Assets per client | $1.7M | $1.1M | $622K |
| Clients per advisor | 43 | 18 | 21 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | – | 4 |
| People on Advicer.bio | 1 | 1 | 6 |
From each firm's latest Form ADV (Mar 2026, Oct 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.