College Station, TX | Houston, TX | Oak Park, IL | |
|---|---|---|---|
| Assets under management | $207.5M | $218.9M | $217.9M |
| Asset growth, last 2 years | +73% | +48% | +32% |
| Advisory staff | 8 | 1 | 2 |
| Individual clients | 724 | 17 | 167 |
| Assets per client | $287K | $12.9M | $1.3M |
| Clients per advisor | 91 | 17 | 84 |
| Main custodian | Schwab | Schwab | Fidelity |
| Filing with the SEC since | 2023 | 2013 | 2012 or earlier |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 7 | 1 | 3 |
From each firm's latest Form ADV (Jul 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.