Northville, MI | Bozeman, MT | Houston, TX | |
|---|---|---|---|
| Assets under management | $32M | $33.7M | $30.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 1 | 1 |
| Individual clients | 40 | 55 | 42 |
| Assets per client | $801K | $612K | $725K |
| Clients per advisor | 13 | 55 | 42 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 5 | 1 |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, May 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.