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.
Asheville, NC | Raleigh, NC | Charlotte, NC | |
|---|---|---|---|
| Assets under management | $412.3M | $435.3M | $390M |
| Asset growth, last 2 years | +70% | – | +15% |
| Advisory staff | 2 | 4 | 2 |
| Individual clients | 148 | 172 | 174 |
| Assets per client | $2.8M | $2.5M | $2.2M |
| Clients per advisor | 74 | 43 | 87 |
| Main custodian | Schwab | – | Raymond James |
| Filing with the SEC since | 2016 | 2019 | 2022 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 2 | 3 | 2 |
From each firm's latest Form ADV (Jan 2026, May 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: Altamont Capital Management: Schwab, Mid Atlantic Trust Company · Advisorstrust Partners LLC: none listed · Davis Investment Partners, LLC: Raymond James