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.
Rapid City, SD | |||
|---|---|---|---|
| Assets under management | $130.3M | $136.8M | $136.8M |
| Asset growth, last 2 years | +367% | +40% | +24% |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 151 | 51 | 60 |
| Assets per client | $863K | $2.7M | $2.3M |
| Clients per advisor | 151 | 26 | 60 |
| Main custodian | – | Fidelity | Schwab |
| Filing with the SEC since | 2012 or earlier | 2015 | 2012 or earlier |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (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: Applied Financial Wisdom: none listed · Champion Advisors LLC: Fidelity · Lewis Capital Management: Schwab