| Assets under management | $223K | $234K | $234K |
|---|---|---|---|
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 10 | 124 | 6 |
| Assets per client | $22K | $2K | $39K |
| Clients per advisor | 10 | 62 | 6 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2022 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Apr 2026, Feb 2026, Jun 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.