Council Bluffs, IA | South Bend, IN | Cary, NC | |
|---|---|---|---|
| Assets under management | $36.5M | $38.4M | $34.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 207 | 51 | 77 |
| Assets per client | $177K | $753K | $451K |
| Clients per advisor | 207 | 51 | 77 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (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.