Sacramento, CA | Burbank, CA | Lees Summit, MO | |
|---|---|---|---|
| Assets under management | $76.2M | $80.2M | $80M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 140 | 53 | 275 |
| Assets per client | $544K | $1.5M | $291K |
| Clients per advisor | 140 | 53 | 138 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 1 | 2 |
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.