Logan, UT | Houston, TX | Chadds Ford, PA | |
|---|---|---|---|
| Assets under management | $1.26B | $1.33B | $1.33B |
| Asset growth, last 2 years | +56% | +42% | +21% |
| Advisory staff | 6 | 6 | 2 |
| Individual clients | 632 | 431 | 60 |
| Assets per client | $2M | $3.1M | $22.1M |
| Clients per advisor | 105 | 72 | 30 |
| Main custodian | Schwab | Schwab | Eleutherian Trust Company LLC |
| Filing with the SEC since | 2014 | 2012 or earlier | 2019 |
| Tools in their stack | 4 | 1 | 1 |
| People on Advicer.bio | 10 | 7 | 2 |
From each firm's latest Form ADV (Jul 2026, 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.