Friendswood, TX | Frisco, TX | ||
|---|---|---|---|
| Assets under management | $47.9M | $50.5M | $50.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 92 | 135 | 79 |
| Assets per client | $521K | $374K | $637K |
| Clients per advisor | 92 | 135 | 79 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2023 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Aug 2026, Jan 2023, Jan 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.