Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
Winter Park, FL | Coral Springs, FL | Dallas, TX | |
|---|---|---|---|
| Assets under management | $90.6M | $95.8M | $86.1M |
| Asset growth, last 2 years | −64% | – | – |
| Advisory staff | 2 | 3 | 1 |
| Individual clients | 86 | 58 | 177 |
| Assets per client | $1.1M | $1.7M | $486K |
| Clients per advisor | 43 | 19 | 177 |
| Main custodian | Schwab | – | – |
| Filing with the SEC since | 2021 | 2026 | 2026 |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 2 | 3 | 1 |
From each firm's latest Form ADV (Feb 2026, May 2026, 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.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: Alphaq Advisors: Schwab · Kris Lewicki & Associates, LLC: none listed · Davis Financial Services: none listed