Plano, TX | Austin, TX | ||
|---|---|---|---|
| Assets under management | $15M | $15.8M | $15.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 18 | 36 | 73 |
| Assets per client | $833K | $440K | $216K |
| Clients per advisor | 18 | 36 | 73 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2025 | 2026 | 2026 |
| Tools in their stack | – | 4 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Feb 2025, Jun 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.