Winter Park, FL | |||
|---|---|---|---|
| Assets under management | $77.6M | $81.5M | $81.5M |
| Asset growth, last 2 years | −73% | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 27 | 60 | 37 |
| Assets per client | $2.9M | $1.4M | $2.2M |
| Clients per advisor | 27 | 60 | 37 |
| Main custodian | Fidelity | – | – |
| Filing with the SEC since | 2023 | 2026 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Jun 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.