Independence, OH | Woodmere, OH | Phoenix, AZ | |
|---|---|---|---|
| Assets under management | $88.6M | $93.5M | $93.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 65 | 119 | 117 |
| Assets per client | $1.4M | $786K | $795K |
| Clients per advisor | 65 | 119 | 117 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | 4 | 2 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 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.