Jeffersonville, IN | Indianapolis, IN | ||
|---|---|---|---|
| Assets under management | $52.6M | $55.7M | $50M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 4 | 1 |
| Individual clients | 51 | 74 | 226 |
| Assets per client | $1M | $753K | $221K |
| Clients per advisor | 51 | 19 | 226 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 3 | – |
| People on Advicer.bio | 1 | 4 | 1 |
From each firm's latest Form ADV (Feb 2026, Aug 2026, 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.