Valrico, FL | Miami, FL | Fort Lauderdale, FL | |
|---|---|---|---|
| Assets under management | $368.5M | $389.4M | $349.3M |
| Asset growth, last 2 years | +30% | +18% | +135% |
| Advisory staff | 2 | 8 | 6 |
| Individual clients | 6 | 40 | 1,187 |
| Assets per client | $61.4M | $9.7M | $294K |
| Clients per advisor | 3 | 5 | 198 |
| Main custodian | Schwab | J.P. Morgan | Stonex Financial Inc. |
| Filing with the SEC since | 2012 or earlier | 2019 | 2021 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 2 | 3 | 6 |
From each firm's latest Form ADV (May 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.