Augusta, GA | Lubbock, TX | Dallas, TX | |
|---|---|---|---|
| Assets under management | $320.2M | $336.2M | $336.2M |
| Asset growth, last 2 years | +60% | – | +102% |
| Advisory staff | 3 | 13 | 5 |
| Individual clients | 293 | 1,194 | 96 |
| Assets per client | $1.1M | $282K | $3.5M |
| Clients per advisor | 98 | 92 | 19 |
| Main custodian | Schwab | Schwab | Wells Fargo |
| Filing with the SEC since | 2022 | 2023 | 2012 or earlier |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 3 | 12 | 5 |
From each firm's latest Form ADV (Apr 2026, Sep 2026, Mar 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.