Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
Dallas, TX | Amarillo, TX | Sugar Land, TX | |
|---|---|---|---|
| Assets under management | $211.5M | $223M | $222.4M |
| Asset growth, last 2 years | – | +42% | +106% |
| Advisory staff | 1 | 2 | 21 |
| Individual clients | 115 | 132 | 1,437 |
| Assets per client | $1.8M | $1.7M | $155K |
| Clients per advisor | 115 | 66 | 68 |
| Main custodian | Raymond James | Schwab | Schwab |
| Filing with the SEC since | 2024 | 2020 | 2020 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 2 | 13 |
From each firm's latest Form ADV (Mar 2026, Feb 2026, Aug 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.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: Silver Lake Capital Partners: Raymond James · Spring Capital Management: Schwab · Rwm Capital, LLC: Schwab