El Paso, TX | Oak Brook, IL | ||
|---|---|---|---|
| Assets under management | $41.5M | $43.6M | $43.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 55 | 79 | 130 |
| Assets per client | $754K | $552K | $336K |
| Clients per advisor | 55 | 40 | 130 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2025 | 2026 | 2026 |
| Tools in their stack | – | 1 | 2 |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Feb 2025, 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.