Oak Brook, IL | Marietta, GA | ||
|---|---|---|---|
| Assets under management | $41.5M | $43.6M | $39.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 25 | 130 | 40 |
| Assets per client | $1.7M | $336K | $986K |
| Clients per advisor | 25 | 130 | 20 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 1 | 1 | 3 |
From each firm's latest Form ADV (Sep 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.