Houston, TX | San Antonio, TX | Beachwood, OH | |
|---|---|---|---|
| Assets under management | $576.1M | $605.4M | $547.1M |
| Asset growth, last 2 years | −30% | +25% | +62% |
| Advisory staff | 13 | 9 | 6 |
| Individual clients | 127 | 1,249 | 176 |
| Assets per client | $4.5M | $485K | $3.1M |
| Clients per advisor | 10 | 139 | 29 |
| Main custodian | Pershing | LPL Financial | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2019 |
| Tools in their stack | 1 | – | 1 |
| People on Advicer.bio | 11 | 10 | 6 |
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.