Waco, TX | Colleyville, TX | ||
|---|---|---|---|
| Assets under management | $35.5M | $37.3M | $37.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 3 |
| Individual clients | 58 | 58 | 31 |
| Assets per client | $612K | $643K | $1.2M |
| Clients per advisor | 58 | 58 | 10 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2025 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 1 | – |
From each firm's latest Form ADV (Feb 2026, Sep 2026, Nov 2025). 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.