Sugar Land, TX | Tyler, TX | Austin, TX | |
|---|---|---|---|
| Assets under management | $84.4M | $89.4M | $89.4M |
| Asset growth, last 2 years | +77% | – | – |
| Advisory staff | 2 | 1 | 3 |
| Individual clients | 368 | 228 | 133 |
| Assets per client | $229K | $392K | $672K |
| Clients per advisor | 184 | 228 | 44 |
| Main custodian | Schwab | – | – |
| Filing with the SEC since | 2012 or earlier | 2026 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 2 | 1 | 3 |
From each firm's latest Form ADV (Feb 2026, Mar 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.