Scottsdale, AZ | Austin, TX | Lawrence, KS | |
|---|---|---|---|
| Assets under management | $305.3M | $321M | $290M |
| Asset growth, last 2 years | +13% | +19% | – |
| Advisory staff | 3 | 1 | 2 |
| Individual clients | 92 | 119 | 245 |
| Assets per client | $3.3M | $2.7M | $1.2M |
| Clients per advisor | 31 | 119 | 123 |
| Main custodian | Fidelity | Schwab | Altruist |
| Filing with the SEC since | 2014 | 2024 | 2024 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 5 | 1 | 2 |
From each firm's latest Form ADV (Jul 2026, Aug 2026, Apr 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.