Friendswood, TX | Frisco, TX | San Antonio, TX | |
|---|---|---|---|
| Assets under management | $47.9M | $50.5M | $45.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 92 | 135 | 22 |
| Assets per client | $521K | $374K | $2.1M |
| Clients per advisor | 92 | 135 | 11 |
| 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, 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.