Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
Darien, CT | |||
|---|---|---|---|
| Assets under management | $12.3M | $13M | $13M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 3 | 2 |
| Individual clients | 77 | 6 | 47 |
| Assets per client | $160K | $2.2M | $276K |
| Clients per advisor | 77 | 2 | 24 |
| Main custodian | – | Pershing | – |
| Filing with the SEC since | 2026 | 2022 | 2026 |
| Tools in their stack | 6 | 2 | – |
| People on Advicer.bio | 1 | – | 2 |
From each firm's latest Form ADV (Sep 2026, 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.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: Albility Planning: none listed · Private Capital Asset Management LLC: Pershing · Hoskin Capital: none listed