Campbell, CA | Carlsbad, CA | Pismo Beach, CA | |
|---|---|---|---|
| Assets under management | $6M | $6.4M | $6.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 5 | 1 |
| Individual clients | 12 | 35 | 73 |
| Assets per client | $500K | $183K | $88K |
| Clients per advisor | 12 | 7 | 73 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 1 | 5 | 1 |
From each firm's latest Form ADV (Apr 2026, Sep 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.