Concord, NH | Midland, TX | Austin, TX | |
|---|---|---|---|
| Assets under management | $226M | $237.3M | $237.3M |
| Asset growth, last 2 years | +26% | +156% | +100% |
| Advisory staff | 1 | 2 | 9 |
| Individual clients | 186 | 96 | 456 |
| Assets per client | $1.2M | $2.5M | $520K |
| Clients per advisor | 186 | 48 | 51 |
| Main custodian | Schwab | Schwab | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2020 | 2021 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 2 | 2 | 10 |
From each firm's latest Form ADV (Mar 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.