Roanoke, VA | Dallas, TX | ||
|---|---|---|---|
| Assets under management | $20.5M | $21.5M | $21.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 3 | 2 |
| Individual clients | 26 | 81 | 26 |
| Assets per client | $788K | $266K | $828K |
| Clients per advisor | 26 | 27 | 13 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 1 | 2 |
| People on Advicer.bio | 1 | 4 | 2 |
From each firm's latest Form ADV (Feb 2026, Aug 2026, Mar 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.