Austin, TX | Houston, TX | Knoxville, TN | |
|---|---|---|---|
| Assets under management | $53M | $55.8M | $55.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 2 | 2 |
| Individual clients | 84 | 61 | 67 |
| Assets per client | $631K | $914K | $831K |
| Clients per advisor | 42 | 31 | 34 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 5 | – | – |
| People on Advicer.bio | 2 | 1 | 3 |
From each firm's latest Form ADV (Oct 2026, Mar 2026, Jul 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.