Buda, TX | Missoula, MT | Dallas, TX | |
|---|---|---|---|
| Assets under management | $418.9M | $440.3M | $396.3M |
| Asset growth, last 2 years | +34% | +25% | +50% |
| Advisory staff | 42 | 6 | 3 |
| Individual clients | 1,581 | 858 | 199 |
| Assets per client | $265K | $513K | $2M |
| Clients per advisor | 38 | 143 | 66 |
| Main custodian | Schwab | Schwab | – |
| Filing with the SEC since | 2022 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | 2 | – | 1 |
| People on Advicer.bio | 42 | 15 | 3 |
From each firm's latest Form ADV (May 2026, Sep 2026, Feb 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.