Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
Chicago, IL | Dallas, TX | ||
|---|---|---|---|
| Assets under management | $1.5M | $1.6M | $1.6M |
| Asset growth, last 2 years | – | – | −90% |
| Advisory staff | 4 | 1 | 1 |
| Individual clients | 4 | 6 | 10 |
| Assets per client | $375K | $263K | $158K |
| Clients per advisor | 1 | 6 | 10 |
| Main custodian | – | – | Interactive Brokers |
| Filing with the SEC since | 2026 | 2019 | 2019 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Aug 2026, Feb 2019, 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.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: Apex Quantitative Group, LLC: none listed · Point 16 Capital, LLC: none listed · Nemo Capital: Interactive Brokers