Easton, MD | Westford, MA | Springboro, OH | |
|---|---|---|---|
| Assets under management | $95.3M | $100.1M | $100.1M |
| Asset growth, last 2 years | – | – | +11% |
| Advisory staff | 4 | 3 | 3 |
| Individual clients | 691 | 80 | 402 |
| Assets per client | $138K | $1.3M | $249K |
| Clients per advisor | 173 | 27 | 134 |
| Main custodian | – | – | Schwab |
| Filing with the SEC since | 2026 | 2026 | 2012 or earlier |
| Tools in their stack | 2 | – | 2 |
| People on Advicer.bio | 4 | 3 | 3 |
From each firm's latest Form ADV (Mar 2026, Apr 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.