Fort Worth, TX | Dallas, TX | Centerville, OH | |
|---|---|---|---|
| Assets under management | $364.5M | $384.6M | $382.7M |
| Asset growth, last 2 years | +53% | −15% | +56% |
| Advisory staff | 3 | 4 | 4 |
| Individual clients | 155 | 50 | 83 |
| Assets per client | $2.4M | $7.7M | $4.6M |
| Clients per advisor | 52 | 13 | 21 |
| Main custodian | Wells Fargo | Pershing | Schwab |
| Filing with the SEC since | 2021 | 2015 | 2022 |
| Tools in their stack | 2 | 4 | – |
| People on Advicer.bio | 4 | 4 | – |
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.