| Assets under management | $4.7M | $4.9M | $4.9M |
|---|---|---|---|
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 56 | 23 | 22 |
| Assets per client | $84K | $214K | $224K |
| Clients per advisor | 56 | 23 | 22 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2023 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 1 | – | 1 |
From each firm's latest Form ADV (Mar 2026, Feb 2026, May 2023). 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.