Dublin, OH | |||
|---|---|---|---|
| Assets under management | $47.9M | $50.4M | $50.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 5 |
| Individual clients | 39 | 39 | 384 |
| Assets per client | $1.2M | $1.3M | $131K |
| Clients per advisor | 39 | 20 | 77 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 1 | 2 | 5 |
From each firm's latest Form ADV (Feb 2026, Oct 2026, May 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.