Dallas, TX | Dallas, TX | Jesup, IA | |
|---|---|---|---|
| Assets under management | $94.3M | $100M | $99.1M |
| Asset growth, last 2 years | −26% | – | – |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | 9 | 15 | 298 |
| Assets per client | $10.5M | $6.7M | $333K |
| Clients per advisor | 5 | 15 | 149 |
| Main custodian | Schwab | – | – |
| Filing with the SEC since | 2013 | 2026 | 2026 |
| Tools in their stack | 1 | 2 | 2 |
| People on Advicer.bio | 2 | 1 | 2 |
From each firm's latest Form ADV (Mar 2026, Apr 2026, Feb 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.