Maumee, OH | Fairview Park, OH | Sebring, FL | |
|---|---|---|---|
| Assets under management | $150.2M | $159.1M | $157.7M |
| Asset growth, last 2 years | +6% | +48% | – |
| Advisory staff | 4 | 1 | 3 |
| Individual clients | 248 | 217 | 428 |
| Assets per client | $606K | $733K | $369K |
| Clients per advisor | 62 | 217 | 143 |
| Main custodian | Fidelity | Schwab | Schwab |
| Filing with the SEC since | 2013 | 2012 or earlier | 2024 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 4 | 1 | 3 |
From each firm's latest Form ADV (Mar 2026, Jan 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.