Venice, FL | Kansas City, MO | ||
|---|---|---|---|
| Assets under management | $39.2M | $41.2M | $41.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 3 |
| Individual clients | 21 | 296 | 149 |
| Assets per client | $1.9M | $139K | $276K |
| Clients per advisor | 21 | 148 | 50 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 2 | 3 |
From each firm's latest Form ADV (Mar 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.