Thousand Oaks, CA | Murrieta, CA | Carlsbad, CA | |
|---|---|---|---|
| Assets under management | $11.4M | $12M | $10.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 122 | 39 | 18 |
| Assets per client | $93K | $307K | $599K |
| Clients per advisor | 122 | 39 | 18 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2022 | 2026 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | – | – | 1 |
From each firm's latest Form ADV (Apr 2022, Jul 2026, Feb 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.