Greenwood Village, CO | Colleyville, TX | ||
|---|---|---|---|
| Assets under management | $39.3M | $41.2M | $37.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 3 |
| Individual clients | 106 | 295 | 31 |
| Assets per client | $371K | $140K | $1.2M |
| Clients per advisor | 106 | 295 | 10 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2025 |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 1 | 1 | – |
From each firm's latest Form ADV (Oct 2026, Aug 2026, Nov 2025). 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.