Bradenton, FL | Panama City, FL | Port Charlotte, FL | |
|---|---|---|---|
| Assets under management | $3.7M | $3.9M | $3.9M |
| Asset growth, last 2 years | – | – | −29% |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 33 | 10 | 10 |
| Assets per client | $111K | $394K | $389K |
| Clients per advisor | 33 | 10 | 5 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2012 or earlier |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Mar 2026, Sep 2026, Mar 2025). 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.