Glen Ellyn, IL | Wichita, KS | Lake Geneva, WI | |
|---|---|---|---|
| Assets under management | $66.4M | $69.7M | $63M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 3 | 1 |
| Individual clients | 62 | 358 | 507 |
| Assets per client | $1.1M | $195K | $124K |
| Clients per advisor | 62 | 119 | 507 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | 2 | – |
| People on Advicer.bio | 1 | 3 | 1 |
From each firm's latest Form ADV (Mar 2026, Jul 2026, Apr 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.