Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
New York, NY | Beatrice, NE | ||
|---|---|---|---|
| Assets under management | $150.4M | $158M | $158M |
| Asset growth, last 2 years | +48% | +46% | – |
| Advisory staff | 2 | 2 | 2 |
| Individual clients | 18 | 182 | 262 |
| Assets per client | $8.4M | $868K | $603K |
| Clients per advisor | 9 | 91 | 131 |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2024 | 2020 | 2024 |
| Tools in their stack | 4 | 2 | – |
| People on Advicer.bio | 2 | 3 | 1 |
From each firm's latest Form ADV (Sep 2026, Feb 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.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: 1015 Capital Partners, LLC: Schwab · Clarus Group LLC: Schwab · Garnett Investment Strategies: Schwab