Weatherford, TX | Houston, TX | Austin, TX | |
|---|---|---|---|
| Assets under management | $197.4M | $207.5M | $207.8M |
| Asset growth, last 2 years | – | +20% | +40% |
| Advisory staff | 2 | 2 | 3 |
| Individual clients | 142 | 9 | 376 |
| Assets per client | $1.4M | $23.1M | $553K |
| Clients per advisor | 71 | 5 | 125 |
| Main custodian | – | Schwab | Fidelity |
| Filing with the SEC since | 2024 | 2023 | 2019 |
| Tools in their stack | 3 | – | – |
| People on Advicer.bio | 2 | 2 | 3 |
From each firm's latest Form ADV (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.