New Braunfels, TX | Dallas, TX | Round Rock, TX | |
|---|---|---|---|
| Assets under management | $13M | $13.7M | $12.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 33 | 54 | 15 |
| Assets per client | $395K | $254K | $824K |
| Clients per advisor | 33 | 54 | 15 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | 2 | 4 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Jan 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.