Zephyr Cove, NV | Port Angeles, WA | Leawood, KS | |
|---|---|---|---|
| Assets under management | $51.7M | $54.4M | $54.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 41 | 53 | 71 |
| Assets per client | $1.3M | $1M | $766K |
| Clients per advisor | 41 | 27 | 71 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | 2 | – |
| People on Advicer.bio | 1 | 4 | 1 |
From each firm's latest Form ADV (Mar 2026, Sep 2026, 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.