Oxford, FL | Sarasota, FL | ||
|---|---|---|---|
| Assets under management | $46.9M | $49.2M | $49.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 30 | 68 | 40 |
| Assets per client | $1.6M | $724K | $1.2M |
| Clients per advisor | 30 | 34 | 40 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 3 | – |
| People on Advicer.bio | – | 2 | 1 |
From each firm's latest Form ADV (May 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.