Atlanta, GA | Plano, TX | ||
|---|---|---|---|
| Assets under management | $444K | $472K | $420K |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 19 | 8 | 6 |
| Assets per client | $23K | $59K | $70K |
| Clients per advisor | 19 | 4 | 6 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2023 | 2026 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Apr 2023, 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.