San Antonio, TX | Friendswood, TX | ||
|---|---|---|---|
| Assets under management | $45.4M | $47.9M | $47.7M |
| Asset growth, last 2 years | – | – | +147% |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 22 | 92 | 83 |
| Assets per client | $2.1M | $521K | $575K |
| Clients per advisor | 11 | 92 | 83 |
| Main custodian | – | – | Axos Clearing |
| Filing with the SEC since | 2026 | 2026 | 2023 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Oct 2026, Aug 2026, Sep 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.