Plano, TX | Houston, TX | Herndon, VA | |
|---|---|---|---|
| Assets under management | $723.6M | $768.9M | $759.8M |
| Asset growth, last 2 years | +8% | +44% | +49% |
| Advisory staff | 8 | 2 | 6 |
| Individual clients | 453 | 97 | 839 |
| Assets per client | $1.6M | $7.9M | $906K |
| Clients per advisor | 57 | 49 | 140 |
| Main custodian | Fidelity | Schwab | Schwab |
| Filing with the SEC since | 2014 | 2012 or earlier | 2015 |
| Tools in their stack | – | – | 4 |
| People on Advicer.bio | 9 | 2 | 9 |
From each firm's latest Form ADV (Mar 2026, Oct 2026, Jul 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.