Glen Allen, VA | |||
|---|---|---|---|
| Assets under management | $20.1M | $21.1M | $21.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 5 | 1 | 2 |
| Individual clients | 73 | 25 | 233 |
| Assets per client | $276K | $846K | $91K |
| Clients per advisor | 15 | 25 | 117 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 1 | 2 |
| People on Advicer.bio | 5 | 1 | 2 |
From each firm's latest Form ADV (Mar 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.