Dreher Investment Services, Inc., based out of San Angelo, TX, is a reputable and established small investment advisory firm. With over 180 individual clients, they currently manage an impressive $177,356,000 in assets. Specializing in discretionary asset management, Dreher Investment Services caters to high net worth individuals, who make up the majority of their clientele. With a focus on personalized financial solutions, Dreher Investment Services offers a range of services tailored to meet their clients' unique investment goals. While they primarily manage individual accounts and 401Ks, the firm also possesses the expertise to handle employer funds. This comprehensive approach enables them to provide holistic financial guidance to both individual investors and businesses. Dreher Investment Services employs a team of 7 dedicated professionals, 4 of whom are skilled investment advisors. With an average of $44,340,000 in assets under management per investment advisor, they maintain an industry-standard level of service. The company's compensation structure includes various types, such as a percentage of assets under management, ensuring their interests align with their clients' success. Notably, Dreher Investment Services boasts a roster of experienced advisors, some of whom have been with the firm for an extended period. Esteemed professionals like Spencer Plagens, Katy Taylor, and Charles Robertson have provided trusted counsel and guidance to clients, solidifying the firm's reputation for excellence. In summary, Dreher Investment Services, Inc. is a well-regarded investment advisory firm in San Angelo, TX, offering tailored financial solutions to a diverse client base. With a focus on discretionary asset management and a team of experienced advisors, they provide comprehensive services that align with their clients' financial objectives.

Carter Asset Management is a small investment advisory firm based out of Abilene, TX. With eight dedicated employees, including two skilled investment advisors, the firm provides personalized financial guidance to a diverse clientele. Their average assets under management per investment advisor amount to approximately $70,240,000, aligning with the industry average. Carter Asset Management employs a flexible compensation structure, incorporating various methods such as a percentage of assets under management and performance-based fees. The firm boasts an impressive track record, managing over $357,916,000 in assets for more than 410 individual clients. Notably, around half of these assets are derived from employer 401Ks or individual accounts, showcasing their expertise in this specialized area. Carter Asset Management prides itself on offering comprehensive discretionary management services, ensuring clients trust their expertise to make informed investment decisions. Situated in Abilene, Texas, Carter Asset Management operates from a single office location. The firm benefits from the extensive experience of its longstanding advisors, including Gregory Oglesby, Cary Beard, and David Carter. Their commitment to building lasting client relationships and delivering tailored financial strategies has earned them a strong reputation within the industry. Carter Asset Management's dedication to personalized service and their ability to navigate the intricacies of investment management make them a reliable choice for individuals and organizations seeking expert financial guidance. As they continue to grow and adapt to market trends, they remain steadfast in their mission to help clients achieve their financial goals with confidence.