Houston, TX | Denton, TX | Wilson, WY | |
|---|---|---|---|
| Assets under management | $148.1M | $156M | $155.9M |
| Asset growth, last 2 years | +175% | +52% | +34% |
| Advisory staff | 3 | 3 | 1 |
| Individual clients | 21 | 112 | 42 |
| Assets per client | $7.1M | $1.4M | $3.7M |
| Clients per advisor | 7 | 37 | 42 |
| Main custodian | – | AssetMark | Shareholders Service Group, LLC |
| Filing with the SEC since | 2023 | 2023 | 2024 |
| Tools in their stack | 1 | – | 2 |
| People on Advicer.bio | 4 | 3 | 1 |
From each firm's latest Form ADV (Mar 2026, Apr 2026, Jun 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.