Bend, OR | Grants Pass, OR | Brentwood, CA | |
|---|---|---|---|
| Assets under management | $76.2M | $80M | $80M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 4 | 2 | 1 |
| Individual clients | 43 | 154 | 400 |
| Assets per client | $1.8M | $520K | $200K |
| Clients per advisor | 11 | 77 | 400 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 4 | – |
| People on Advicer.bio | 4 | 2 | 1 |
From each firm's latest Form ADV (Jan 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.