Whitehouse, OH | |||
|---|---|---|---|
| Assets under management | $1.4M | $1.5M | $1.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 13 | 8 | 5 |
| Assets per client | $110K | $188K | $271K |
| Clients per advisor | 13 | 8 | 5 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2024 | 2023 |
| Tools in their stack | 3 | – | – |
| People on Advicer.bio | 1 | 1 | – |
From each firm's latest Form ADV (Mar 2026, Jan 2024, Aug 2023). 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.