Boston, MA | Jacksonville, FL | Leawood, KS | |
|---|---|---|---|
| Assets under management | $248.2M | $260.8M | $260.7M |
| Asset growth, last 2 years | +29% | +41% | +23% |
| Advisory staff | 2 | 5 | 3 |
| Individual clients | 98 | 363 | 86 |
| Assets per client | $2.5M | $718K | $3M |
| Clients per advisor | 49 | 73 | 29 |
| Main custodian | LPL Financial | Schwab | Schwab |
| Filing with the SEC since | 2018 | 2012 or earlier | 2020 |
| Tools in their stack | – | 3 | – |
| People on Advicer.bio | 2 | 5 | 3 |
From each firm's latest Form ADV (Sep 2026, Mar 2026, Apr 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.