Las Vegas, NV | Austin, TX | Las Vegas, NV | |
|---|---|---|---|
| Assets under management | $305.6M | $321M | $287.4M |
| Asset growth, last 2 years | +18% | +19% | +25% |
| Advisory staff | 4 | 1 | 5 |
| Individual clients | 264 | 119 | 223 |
| Assets per client | $1.2M | $2.7M | $1.3M |
| Clients per advisor | 66 | 119 | 45 |
| Main custodian | Schwab | Schwab | – |
| Filing with the SEC since | 2012 or earlier | 2024 | 2014 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 5 | 1 | 5 |
From each firm's latest Form ADV (Feb 2026, Aug 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.