Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
Omaha, NE | Greensboro, NC | ||
|---|---|---|---|
| Assets under management | $8.3M | $8.7M | $8.7M |
| Asset growth, last 2 years | – | – | −93% |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 18 | 6 | 13 |
| Assets per client | $461K | $1.5M | $670K |
| Clients per advisor | 9 | 6 | 13 |
| Main custodian | – | – | Schwab |
| Filing with the SEC since | 2026 | 2026 | 2012 or earlier |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 3 | 1 | 1 |
From each firm's latest Form ADV (Jul 2026, Sep 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.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: Adaptive Advice, LLC: none listed · Considerate Capital, LLC: none listed · Pension Planning Solutions, Inc.: Schwab, Fidelity, Broadridge Financial Solutions, Inc., Adp Broker-Dealer, Inc., Capital Bank and Trust Company