Lakeway, TX | Colleyville, TX | Lakeway, TX | |
|---|---|---|---|
| Assets under management | $64.6M | $68M | $61.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 4 | 1 |
| Individual clients | 50 | 42 | 73 |
| Assets per client | $1.3M | $1.6M | $839K |
| Clients per advisor | 50 | 11 | 73 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 3 |
| People on Advicer.bio | 3 | 4 | 2 |
From each firm's latest Form ADV (Mar 2026, Feb 2026, Jul 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.