Houston, TX | Dallas, TX | Dallas, TX | |
|---|---|---|---|
| Assets under management | $809M | $859.4M | $852M |
| Asset growth, last 2 years | +74% | +36% | +23% |
| Advisory staff | 4 | 7 | 11 |
| Individual clients | 162 | 543 | 1,178 |
| Assets per client | $5M | $1.6M | $723K |
| Clients per advisor | 41 | 78 | 107 |
| Main custodian | LPL Financial | Fidelity | Schwab |
| Filing with the SEC since | 2016 | 2012 or earlier | 2017 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 5 | 7 | 10 |
From each firm's latest Form ADV (Mar 2026, May 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.