Highlands Ranch, CO | Dallas, TX | Morristown, NJ | |
|---|---|---|---|
| Assets under management | $61.3M | $64.4M | $58.1M |
| Asset growth, last 2 years | – | – | +21% |
| Advisory staff | 3 | 1 | 2 |
| Individual clients | 81 | 33 | 37 |
| Assets per client | $757K | $2M | $1.6M |
| Clients per advisor | 27 | 33 | 19 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2012 or earlier |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 3 | 1 | 1 |
From each firm's latest Form ADV (Jun 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.