San Jose, CA | Monterey, CA | Colleyville, TX | |
|---|---|---|---|
| Assets under management | $320K | $350K | $337K |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | – | 2 | 4 |
| Assets per client | – | $175K | $84K |
| Clients per advisor | – | 2 | 4 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2025 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Sep 2026, Jun 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.