Dallas, TX | Bryan, TX | Richardson, TX | |
|---|---|---|---|
| Assets under management | $125.3M | $132.7M | $118.8M |
| Asset growth, last 2 years | +122% | – | +8% |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 133 | 59 | 264 |
| Assets per client | $942K | $2.2M | $450K |
| Clients per advisor | 133 | 59 | 132 |
| Main custodian | – | Schwab | Etc Brokerage Services, LLC |
| Filing with the SEC since | 2012 or earlier | 2024 | 2012 or earlier |
| Tools in their stack | 2 | 3 | 2 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (May 2026, 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.