Tupelo, MS | Columbia, MO | ||
|---|---|---|---|
| Assets under management | $221.7M | $232.9M | $232.9M |
| Asset growth, last 2 years | −18% | +24% | +11% |
| Advisory staff | 21 | 1 | 5 |
| Individual clients | 91 | 57 | 480 |
| Assets per client | $2.4M | $4.1M | $485K |
| Clients per advisor | 4 | 57 | 96 |
| Main custodian | Schwab | Schwab | – |
| Filing with the SEC since | 2021 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 2 | 1 | 6 |
From each firm's latest Form ADV (Jun 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.