La Palma, CA | Newport Beach, CA | Santa Barbara, CA | |
|---|---|---|---|
| Assets under management | $66.8M | $70.6M | $70.2M |
| Asset growth, last 2 years | – | – | −5% |
| Advisory staff | 1 | 1 | 3 |
| Individual clients | 112 | 17 | 44 |
| Assets per client | $596K | $4.2M | $1.6M |
| Clients per advisor | 112 | 17 | 15 |
| Main custodian | – | – | Schwab |
| Filing with the SEC since | 2026 | 2026 | 2013 |
| Tools in their stack | 1 | – | 1 |
| People on Advicer.bio | 2 | 1 | 2 |
From each firm's latest Form ADV (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.