Terre Haute, IN | Santa Fe, NM | San Antonio, TX | |
|---|---|---|---|
| Assets under management | $173M | $181.7M | $181.9M |
| Asset growth, last 2 years | +18% | +50% | +77% |
| Advisory staff | 3 | 3 | 8 |
| Individual clients | 488 | 268 | 82 |
| Assets per client | $355K | $678K | $2.2M |
| Clients per advisor | 163 | 89 | 10 |
| Main custodian | – | Schwab | Schwab |
| Filing with the SEC since | 2012 or earlier | 2017 | 2012 or earlier |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 3 | 3 | 8 |
From each firm's latest Form ADV (Aug 2026, 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.