Houston, TX | Dallas, TX | Walnut Creek, CA | |
|---|---|---|---|
| Assets under management | $12.96B | $14.39B | $13.91B |
| Asset growth, last 2 years | +82% | +47% | +311% |
| Advisory staff | 22 | 211 | 16 |
| Individual clients | 86 | 17,878 | 5,142 |
| Assets per client | $150.7M | $805K | $2.7M |
| Clients per advisor | 4 | 85 | 321 |
| Main custodian | Fifth Third Bank | Wells Fargo | Schwab |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2022 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 15 | 281 | 11 |
From each firm's latest Form ADV (May 2026, Sep 2026, 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.