Charlotte, NC | Raleigh, NC | Urbandale, IA | |
|---|---|---|---|
| Assets under management | $25.3M | $26.8M | $26.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 3 |
| Individual clients | 57 | 29 | 107 |
| Assets per client | $444K | $923K | $248K |
| Clients per advisor | 57 | 29 | 36 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 1 | 1 | 4 |
From each firm's latest Form ADV (Feb 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.