Dallas, TX | Satellite Beach, FL | ||
|---|---|---|---|
| Assets under management | $1.6M | $1.7M | $1.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 6 | 9 | 16 |
| Assets per client | $263K | $185K | $104K |
| Clients per advisor | 6 | 9 | 16 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2019 | 2026 | 2026 |
| Tools in their stack | – | 7 | 3 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Feb 2019, Feb 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.