Wooster, OH | Skaneateles, NY | ||
|---|---|---|---|
| Assets under management | $22M | $23.1M | $23.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 1 | 2 |
| Individual clients | 490 | 21 | 21 |
| Assets per client | $45K | $1.1M | $1.1M |
| Clients per advisor | 163 | 21 | 11 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 2 | 1 | 2 |
From each firm's latest Form ADV (Oct 2026, Feb 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.