| Assets under management | $19.8M | $20.9M | $18.8M |
|---|---|---|---|
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 28 | 35 | 163 |
| Assets per client | $708K | $596K | $116K |
| Clients per advisor | 28 | 35 | 163 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2022 |
| Tools in their stack | – | 2 | 1 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Feb 2026, Jul 2026, Jan 2022). 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.