Fenton, MI | Frisco, TX | Tampa, FL | |
|---|---|---|---|
| Assets under management | $19.7M | $20.7M | $20.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 39 | 37 | 6 |
| Assets per client | $506K | $560K | $3.5M |
| Clients per advisor | 39 | 37 | 6 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 1 | 1 | – |
From each firm's latest Form ADV (Jun 2026, Feb 2026, Jan 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.