Los Gatos, CA | Del Rio, TX | ||
|---|---|---|---|
| Assets under management | $22.2M | $23.4M | $21.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 3 |
| Individual clients | – | 46 | 119 |
| Assets per client | – | $508K | $177K |
| Clients per advisor | – | 46 | 40 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 2 | 2 |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Jan 2026, Mar 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.