Glastonbury, CT | Stevensville, MD | ||
|---|---|---|---|
| Assets under management | $33.4M | $35.2M | $35.1M |
| Asset growth, last 2 years | – | – | −6% |
| Advisory staff | 1 | 4 | 2 |
| Individual clients | 12 | 106 | 117 |
| Assets per client | $2.8M | $332K | $300K |
| Clients per advisor | 12 | 27 | 59 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2024 | 2012 or earlier |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 4 | 1 |
From each firm's latest Form ADV (Jan 2026, Jul 2024, Sep 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.