Houston, TX | Plano, TX | Newport Beach, CA | |
|---|---|---|---|
| Assets under management | $685M | $723.6M | $720.7M |
| Asset growth, last 2 years | +81% | +8% | +23% |
| Advisory staff | 5 | 8 | 4 |
| Individual clients | 200 | 453 | 328 |
| Assets per client | $3.4M | $1.6M | $2.2M |
| Clients per advisor | 40 | 57 | 82 |
| Main custodian | Schwab | Fidelity | Schwab |
| Filing with the SEC since | 2023 | 2014 | 2012 or earlier |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 7 | 9 | 6 |
From each firm's latest Form ADV (Sep 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.