Lakewood, CO | Burlington, MA | Aiken, SC | |
|---|---|---|---|
| Assets under management | $17.9M | $18.8M | $16.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 22 | 21 | 55 |
| Assets per client | $812K | $893K | $308K |
| Clients per advisor | 22 | 21 | 55 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 6 | 3 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Sep 2026, Mar 2026, Feb 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.