Lisle, IL | Quincy, IL | Chicago, IL | |
|---|---|---|---|
| Assets under management | $59.7M | $63M | $56M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 5 | 5 | 1 |
| Individual clients | 191 | 135 | 47 |
| Assets per client | $313K | $467K | $1.2M |
| Clients per advisor | 38 | 27 | 47 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 5 | 3 | 1 |
From each firm's latest Form ADV (Mar 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.