| Assets under management | $10.6M | $11.1M | $11.1M |
|---|---|---|---|
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 35 | 12 | 19 |
| Assets per client | $302K | $927K | $586K |
| Clients per advisor | 35 | 12 | 19 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2025 | 2025 | 2026 |
| Tools in their stack | – | 2 | 3 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Nov 2025, Mar 2025, Jan 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.