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.
Cincinnati, OH | New Albany, OH | ||
|---|---|---|---|
| Assets under management | $431.9M | $453.7M | $410.2M |
| Asset growth, last 2 years | – | +31% | +169% |
| Advisory staff | 5 | 4 | 2 |
| Individual clients | 120 | 104 | 47 |
| Assets per client | $3.6M | $4.4M | $8.7M |
| Clients per advisor | 24 | 26 | 24 |
| Main custodian | – | Schwab | Fidelity |
| Filing with the SEC since | 2024 | 2012 or earlier | 2017 |
| Tools in their stack | 3 | – | – |
| People on Advicer.bio | 5 | 5 | 3 |
From each firm's latest Form ADV (Sep 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.
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: Argentarii, LLC: none listed · Columbus Investment Advisory Inc.: Schwab, Merrill · Sunbeam Capital Management, LLC: Fidelity, Schwab