Santa Barbara, CA | Los Angeles, CA | Walnut Creek, CA | |
|---|---|---|---|
| Assets under management | $621.8M | $655.8M | $587.1M |
| Asset growth, last 2 years | +78% | +43% | +21% |
| Advisory staff | 11 | 3 | 7 |
| Individual clients | 265 | 30 | 2,024 |
| Assets per client | $2.3M | $21.9M | $290K |
| Clients per advisor | 24 | 10 | 289 |
| Main custodian | Fidelity | Fidelity | Schwab |
| Filing with the SEC since | 2013 | 2012 or earlier | 2017 |
| Tools in their stack | 1 | – | 5 |
| People on Advicer.bio | 11 | 4 | 7 |
From each firm's latest Form ADV (Mar 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.