Melbourne, FL | Daytona Beach, FL | Phoenix, AZ | |
|---|---|---|---|
| Assets under management | $50.8M | $53.5M | $53.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 79 | 102 | 50 |
| Assets per client | $643K | $524K | $1.1M |
| Clients per advisor | 40 | 102 | 50 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2025 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Feb 2026, Mar 2026, May 2025). 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.