Mission Viejo, CA | Fort Wayne, IN | ||
|---|---|---|---|
| Assets under management | $6.7M | $7.1M | $6.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 6 | 10 | 49 |
| Assets per client | $1.1M | $707K | $130K |
| Clients per advisor | 6 | 10 | 49 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Apr 2026, Mar 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.