Oklahoma City, OK | Alexandria, VA | Monrovia, CA | |
|---|---|---|---|
| Assets under management | $61.4M | $64.5M | $58.3M |
| Asset growth, last 2 years | +1,947% | – | +46% |
| Advisory staff | 5 | 1 | 31 |
| Individual clients | 275 | 112 | 114 |
| Assets per client | $223K | $576K | $512K |
| Clients per advisor | 55 | 112 | 4 |
| Main custodian | – | – | Schwab |
| Filing with the SEC since | 2017 | 2026 | 2023 |
| Tools in their stack | 7 | – | – |
| People on Advicer.bio | 5 | 4 | 33 |
From each firm's latest Form ADV (Jan 2026, Mar 2026, Sep 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.