Washington, DC | Montgomery, AL | ||
|---|---|---|---|
| Assets under management | $60.4M | $63.5M | $57.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 2 |
| Individual clients | 64 | 156 | 44 |
| Assets per client | $944K | $407K | $1.3M |
| Clients per advisor | 64 | 78 | 22 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | – | 1 |
| People on Advicer.bio | 1 | 3 | 2 |
From each firm's latest Form ADV (Feb 2026, Jun 2026, Aug 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.