Fountain Hills, AZ | San Francisco, CA | ||
|---|---|---|---|
| Assets under management | $73.5M | $77.2M | $77.2M |
| Asset growth, last 2 years | −13% | – | – |
| Advisory staff | 21 | 1 | 2 |
| Individual clients | 307 | 68 | 38 |
| Assets per client | $240K | $1.1M | $2M |
| Clients per advisor | 15 | 68 | 19 |
| Main custodian | Interactive Brokers | – | – |
| Filing with the SEC since | 2022 | 2026 | 2026 |
| Tools in their stack | 1 | 4 | 1 |
| People on Advicer.bio | 20 | 1 | 2 |
From each firm's latest Form ADV (May 2026, Feb 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.