Richmond, VA | Cypress, TX | ||
|---|---|---|---|
| Assets under management | $201.2M | $211.3M | $211.3M |
| Asset growth, last 2 years | −7% | +33% | +19% |
| Advisory staff | 1 | 6 | 7 |
| Individual clients | 322 | 294 | 913 |
| Assets per client | $625K | $719K | $231K |
| Clients per advisor | 322 | 49 | 130 |
| Main custodian | Schwab | RBC | Fidelity |
| Filing with the SEC since | 2022 | 2012 or earlier | 2021 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 5 | 5 |
From each firm's latest Form ADV (Mar 2026, Sep 2026, Apr 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.