Portland, OR | Andover, MA | ||
|---|---|---|---|
| Assets under management | $47.4M | $49.8M | $45M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 2 | 1 |
| Individual clients | 79 | 54 | 14 |
| Assets per client | $600K | $922K | $3.2M |
| Clients per advisor | 40 | 27 | 14 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | 3 | – |
| People on Advicer.bio | 2 | 2 | 1 |
From each firm's latest Form ADV (Aug 2026, Feb 2026, Jan 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.