| Assets under management | $6.5M | $6.8M | $6.8M |
|---|---|---|---|
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 217 | 35 | 62 |
| Assets per client | $30K | $196K | $110K |
| Clients per advisor | 217 | 35 | 31 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2023 |
| Tools in their stack | 2 | 2 | 2 |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Feb 2026, Sep 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.