Kalispell, MT | Bryan, TX | Woodbury, MN | |
|---|---|---|---|
| Assets under management | $54M | $56.8M | $56.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 7 | 1 |
| Individual clients | 60 | 140 | 74 |
| Assets per client | $900K | $405K | $767K |
| Clients per advisor | 60 | 20 | 74 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 1 | 7 | 1 |
From each firm's latest Form ADV (Jan 2026, Apr 2026, Jul 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.