Fairfield, CT | Santa Fe, NM | Overland Park, KS | |
|---|---|---|---|
| Assets under management | $173M | $181.7M | $181.8M |
| Asset growth, last 2 years | – | +50% | +35% |
| Advisory staff | 2 | 3 | 9 |
| Individual clients | 201 | 268 | 244 |
| Assets per client | $861K | $678K | $745K |
| Clients per advisor | 101 | 89 | 27 |
| Main custodian | – | Schwab | Schwab |
| Filing with the SEC since | 2026 | 2017 | 2015 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 2 | 3 | 9 |
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.