Omaha, NE | |||
|---|---|---|---|
| Assets under management | $8.3M | $8.7M | $8.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 18 | 6 | 11 |
| Assets per client | $461K | $1.5M | $794K |
| Clients per advisor | 9 | 6 | 11 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | – | 2 |
| People on Advicer.bio | 3 | 1 | 1 |
From each firm's latest Form ADV (Jul 2026, Sep 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.