Los Angeles, CA | Austin, TX | ||
|---|---|---|---|
| Assets under management | $50.4M | $53M | $53M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 3 | 2 |
| Individual clients | 41 | 244 | 84 |
| Assets per client | $1.2M | $217K | $631K |
| Clients per advisor | 21 | 81 | 42 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 2 | 5 |
| People on Advicer.bio | 2 | 3 | 2 |
From each firm's latest Form ADV (Mar 2026, Apr 2026, Oct 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.