Lewisville, TX | |||
|---|---|---|---|
| Assets under management | $704K | $745K | $740K |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 12 | 5 | 20 |
| Assets per client | $59K | $149K | $37K |
| Clients per advisor | 12 | 5 | 20 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2024 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Feb 2026, Mar 2026, Mar 2024). 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.