Bethesda, MD | Dallas, TX | Dallas, TX | |
|---|---|---|---|
| Assets under management | $1.48B | $1.55B | $1.4B |
| Asset growth, last 2 years | +29% | +19% | +9% |
| Advisory staff | 13 | 3 | 18 |
| Individual clients | 396 | 200 | 410 |
| Assets per client | $3.7M | $7.8M | $3.4M |
| Clients per advisor | 30 | 67 | 23 |
| Main custodian | Folio | Schwab | Schwab |
| Filing with the SEC since | 2018 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 13 | 3 | 15 |
From each firm's latest Form ADV (May 2026, Mar 2026, Aug 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.