Longview, TX | Atlanta, GA | ||
|---|---|---|---|
| Assets under management | $10.3M | $10.8M | $9.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 27 | 18 | 62 |
| Assets per client | $382K | $602K | $158K |
| Clients per advisor | 27 | 9 | 62 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2025 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 2 | 2 |
From each firm's latest Form ADV (Feb 2026, Jan 2026, Feb 2025). 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.