| Assets under management | $22.4M | $23.6M | $23.5M |
|---|---|---|---|
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 3 |
| Individual clients | 6 | 40 | 56 |
| Assets per client | $3.7M | $589K | $420K |
| Clients per advisor | 6 | 20 | 19 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2024 | 2026 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | – | 2 | 3 |
From each firm's latest Form ADV (Feb 2024, 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.