Houston, TX | Del Rio, TX | ||
|---|---|---|---|
| Assets under management | $20.1M | $21.1M | $19.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 3 | 1 |
| Individual clients | 26 | 119 | 18 |
| Assets per client | $773K | $177K | $1.1M |
| Clients per advisor | 26 | 40 | 18 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 2 | 4 |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (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.