Port Angeles, WA | Leawood, KS | ||
|---|---|---|---|
| Assets under management | $51.7M | $54.4M | $54.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 2 | 1 |
| Individual clients | 88 | 53 | 71 |
| Assets per client | $588K | $1M | $766K |
| Clients per advisor | 29 | 27 | 71 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 3 | 4 | 1 |
From each firm's latest Form ADV (Feb 2026, Sep 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.