St. Louis, MO | Kansas City, MO | Austin, TX | |
|---|---|---|---|
| Assets under management | $141.9M | $149.8M | $149M |
| Asset growth, last 2 years | +26% | +121% | – |
| Advisory staff | 5 | 2 | 1 |
| Individual clients | 233 | 105 | 31 |
| Assets per client | $609K | $1.4M | $4.8M |
| Clients per advisor | 47 | 53 | 31 |
| Main custodian | Folio | Fidelity | Schwab |
| Filing with the SEC since | 2020 | 2012 or earlier | 2024 |
| Tools in their stack | 1 | – | 3 |
| People on Advicer.bio | 7 | 2 | 1 |
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.