Houston, TX | Houston, TX | New Braunfels, TX | |
|---|---|---|---|
| Assets under management | $207.5M | $218.9M | $218.7M |
| Asset growth, last 2 years | +20% | +48% | +57% |
| Advisory staff | 2 | 1 | 5 |
| Individual clients | 9 | 17 | 479 |
| Assets per client | $23.1M | $12.9M | $457K |
| Clients per advisor | 5 | 17 | 96 |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2023 | 2013 | 2021 |
| Tools in their stack | – | – | 3 |
| People on Advicer.bio | 2 | 1 | 6 |
From each firm's latest Form ADV (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.