Carson City, NV | Kansas City, MO | Raleigh, NC | |
|---|---|---|---|
| Assets under management | $627.8M | $659.5M | $659.4M |
| Asset growth, last 2 years | +89% | +5% | +172% |
| Advisory staff | 3 | 7 | 9 |
| Individual clients | 428 | 336 | 495 |
| Assets per client | $1.5M | $2M | $1.3M |
| Clients per advisor | 143 | 48 | 55 |
| Main custodian | Schwab | Schwab | Wells Fargo |
| Filing with the SEC since | 2013 | 2012 or earlier | 2021 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 3 | 7 | 11 |
From each firm's latest Form ADV (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.