South Jordan, UT | Knoxville, TN | Salt Lake City, UT | |
|---|---|---|---|
| Assets under management | $377.8M | $396.7M | $396.7M |
| Asset growth, last 2 years | +53% | +57% | +29% |
| Advisory staff | 5 | 12 | 6 |
| Individual clients | 270 | 666 | 849 |
| Assets per client | $1.4M | $596K | $467K |
| Clients per advisor | 54 | 56 | 142 |
| Main custodian | Schwab | Schwab | Fidelity |
| Filing with the SEC since | 2017 | 2014 | 2012 or earlier |
| Tools in their stack | 1 | – | 1 |
| People on Advicer.bio | 5 | 16 | 6 |
From each firm's latest Form ADV (Feb 2026, Oct 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.